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 5-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 | $6,244 | $167,307-96.3% | $143,757-95.7% | $134,475-95.4% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -23.45% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,761 | $6,446-41.6% | $5,637-33.3% | $6,400-41.2% |
| Admin fee / account holder | $231 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |