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 | $13,506 | $90,590-85.1% | $90,782-85.1% | $135,375-90.0% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.7%+4.8pp | 82.6%+4.9pp |
| Annual return | -21.28% | -3.40%-17.9pp | -3.42%-17.9pp | 519.73%-541.0pp |
| Employer contribution / active EE | $2,138 | $4,352-50.9% | $4,105-47.9% | $4,779-55.3% |
| Participant deferral / active EE | $3,954 | $5,407-26.9% | $5,366-26.3% | $5,609-29.5% |
| Admin fee / account holder | $195 | $7,683-97.5% | $5,908-96.7% | $10,827-98.2% |