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 | $14,287 | $105,859-86.5% | $90,160-84.2% | $147,584-90.3% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | -23.99% | 37.63%-61.6pp | 34.88%-58.9pp | 578.55%-602.5pp |
| Employer contribution / active EE | $1,316 | $4,126-68.1% | $3,318-60.3% | $4,876-73.0% |
| Participant deferral / active EE | $3,849 | $5,733-32.9% | $5,288-27.2% | $5,439-29.2% |
| Admin fee / account holder | $80 | $8,046-99.0% | $5,943-98.7% | $10,885-99.3% |