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 8-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 | $7,009 | $107,791-93.5% | $90,645-92.3% | $135,375-94.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.21% | -0.90%-10.3pp | 1.88%-13.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,349 | $3,018-55.3% | $2,532-46.7% | $4,779-71.8% |
| Participant deferral / active EE | $3,043 | $3,872-21.4% | $3,425-11.1% | $5,609-45.7% |
| Admin fee / account holder | $25 | $5,930-99.6% | $4,994-99.5% | $10,827-99.8% |