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 | $3,531 | $96,557-96.3% | $80,975-95.6% | $273,961-98.7% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | -96.05% | 15.14%-111.2pp | 17.10%-113.2pp | 41.45%-137.5pp |
| Employer contribution / active EE | $1,176 | $4,868-75.8% | $3,714-68.3% | $4,869-75.8% |
| Participant deferral / active EE | $1,684 | $6,598-74.5% | $5,696-70.4% | $5,287-68.1% |
| Admin fee / account holder | $43 | $7,492-99.4% | $5,516-99.2% | $10,132-99.6% |