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 | $5,820 | $59,805-90.3% | $79,550-92.7% | $68,494-91.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.33% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,259 | $1,505-16.4% | $2,413-47.8% | $2,596-51.5% |
| Participant deferral / active EE | $3,045 | $3,024+0.7% | $3,985-23.6% | $4,027-24.4% |
| Admin fee / account holder | $57 | $4,835-98.8% | $6,832-99.2% | $5,403-98.9% |