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 | $19,557 | $168,632-88.4% | $147,614-86.8% | $125,391-84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.74% | 77.65%-86.4pp | 61.98%-70.7pp | 282.22%-291.0pp |
| Employer contribution / active EE | $14,242 | $6,252+127.8% | $5,564+156.0% | $4,866+192.7% |
| Participant deferral / active EE | $6,480 | $5,507+17.7% | $4,895+32.4% | $5,352+21.1% |
| Admin fee / account holder | $166 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |