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 5-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 | $8,630 | $142,344-93.9% | $119,609-92.8% | $134,475-93.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.74% | -12.44%-11.3pp | -14.97%-8.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,120 | $5,222-78.5% | $4,232-73.5% | $4,740-76.4% |
| Participant deferral / active EE | $5,040 | $6,469-22.1% | $5,602-10.0% | $6,400-21.2% |
| Admin fee / account holder | $156 | $13,584-98.9% | $10,323-98.5% | $11,426-98.6% |