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 | $7,200 | $76,000-90.5% | $154,107-95.3% | $64,186-88.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.15% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,396 | $3,351-28.5% | $5,298-54.8% | $2,381+0.7% |
| Participant deferral / active EE | $2,446 | $3,175-23.0% | $5,081-51.9% | $3,470-29.5% |
| Admin fee / account holder | $270 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |