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 | $1,414 | $48,265-97.1% | $68,791-97.9% | $68,494-97.9% |
| Participation rate | 96.2% | 60.7%+35.5pp | 69.0%+27.1pp | 67.9%+28.3pp |
| Annual return | -51.12% | -12.71%-38.4pp | -6.38%-44.7pp | -7.84%-43.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,101 | $2,867-61.6% | $3,941-72.1% | $4,027-72.7% |
| Admin fee / account holder | $238 | $4,355-94.5% | $4,932-95.2% | $5,403-95.6% |