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 | $4,322 | $152,509-97.2% | $117,472-96.3% | $134,475-96.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.34% | 52.99%-75.3pp | 29.74%-52.1pp | 417.96%-440.3pp |
| Employer contribution / active EE | $370 | $5,571-93.4% | $4,176-91.1% | $4,740-92.2% |
| Participant deferral / active EE | $1,625 | $4,818-66.3% | $4,070-60.1% | $6,400-74.6% |
| Admin fee / account holder | $16 | $7,004-99.8% | $5,645-99.7% | $11,426-99.9% |