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 | $16,702 | $211,958-92.1% | $169,463-90.1% | $135,375-87.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.81% | 3.26%-15.1pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $622 | $5,120-87.8% | $4,159-85.0% | $4,779-87.0% |
| Participant deferral / active EE | $5,196 | $6,075-14.5% | $5,277-1.5% | $5,609-7.4% |
| Admin fee / account holder | $11 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |