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 | $4,266 | $88,594-95.2% | $70,092-93.9% | $134,475-96.8% |
| Participation rate | 86.7% | 74.9%+11.7pp | 70.5%+16.2pp | 81.2%+5.4pp |
| Annual return | -30.78% | 442.67%-473.4pp | 190.73%-221.5pp | 417.96%-448.7pp |
| Employer contribution / active EE | $776 | $3,233-76.0% | $2,559-69.7% | $4,740-83.6% |
| Participant deferral / active EE | $2,406 | $4,772-49.6% | $3,849-37.5% | $6,400-62.4% |
| Admin fee / account holder | $289 | $10,441-97.2% | $6,267-95.4% | $11,426-97.5% |