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 10-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 | $6,367 | $90,600-93.0% | $79,464-92.0% | $135,375-95.3% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -14.91% | 977.43%-992.3pp | 718.14%-733.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $93 | $3,068-97.0% | $2,800-96.7% | $4,779-98.1% |
| Participant deferral / active EE | $3,488 | $4,050-13.9% | $3,704-5.8% | $5,609-37.8% |
| Admin fee / account holder | $111 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |