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 | $5,143 | $93,024-94.5% | $77,024-93.3% | $134,475-96.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -30.44% | 62.60%-93.0pp | 42.32%-72.8pp | 417.96%-448.4pp |
| Employer contribution / active EE | $922 | $3,418-73.0% | $2,812-67.2% | $4,740-80.6% |
| Participant deferral / active EE | $2,404 | $5,238-54.1% | $4,426-45.7% | $6,400-62.4% |
| Admin fee / account holder | $270 | $6,944-96.1% | $5,425-95.0% | $11,426-97.6% |