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 9-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 | $12,399 | $97,044-87.2% | $83,333-85.1% | $135,375-90.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.65% | 12.31%-30.0pp | 10.63%-28.3pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,404 | $4,143-66.1% | $3,379-58.4% | $4,779-70.6% |
| Participant deferral / active EE | $6,320 | $5,964+6.0% | $5,565+13.6% | $5,609+12.7% |
| Admin fee / account holder | $70 | $8,380-99.2% | $7,510-99.1% | $10,827-99.4% |