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 | $16,071 | $138,065-88.4% | $123,544-87.0% | $135,375-88.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -35.31% | 153.68%-189.0pp | 119.20%-154.5pp | 519.73%-555.0pp |
| Employer contribution / active EE | $3,800 | $5,151-26.2% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $8,471 | $6,799+24.6% | $6,426+31.8% | $5,609+51.0% |
| Admin fee / account holder | $98 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |