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 10-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 | $14,120 | $82,630-82.9% | $64,105-78.0% | $125,391-88.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -4.01% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $602 | $2,671-77.5% | $1,820-66.9% | $4,866-87.6% |
| Participant deferral / active EE | $6,000 | $3,608+66.3% | $2,822+112.6% | $5,352+12.1% |
| Admin fee / account holder | $47 | $6,382-99.3% | $4,499-99.0% | $9,540-99.5% |