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 | $5,560 | $167,307-96.7% | $143,757-96.1% | $134,475-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.97% | 0.46%-31.4pp | -0.04%-30.9pp | 417.96%-448.9pp |
| Employer contribution / active EE | $1,420 | $5,619-74.7% | $4,951-71.3% | $4,740-70.1% |
| Participant deferral / active EE | $2,399 | $6,446-62.8% | $5,637-57.4% | $6,400-62.5% |
| Admin fee / account holder | $283 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |