See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,132 | $126,574-95.9% | $106,213-95.2% | $145,922-96.5% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | -2.59% | 224.79%-227.4pp | 116.14%-118.7pp | 561.29%-563.9pp |
| Employer contribution / active EE | $1,801 | $3,730-51.7% | $3,171-43.2% | $4,660-61.3% |
| Participant deferral / active EE | $1,801 | $5,724-68.5% | $5,016-64.1% | $6,688-73.1% |
| Admin fee / account holder | $233 | $17,304-98.7% | $11,033-97.9% | $13,397-98.3% |