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 6-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 | $9,007 | $46,674-80.7% | $117,472-92.3% | $68,494-86.8% |
| Participation rate | 96.0% | 56.8%+39.2pp | 70.6%+25.4pp | 67.9%+28.1pp |
| Annual return | -22.80% | -14.52%-8.3pp | 29.74%-52.5pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,069 | $1,505-29.0% | $4,176-74.4% | $2,596-58.8% |
| Participant deferral / active EE | $2,952 | $2,636+12.0% | $4,070-27.5% | $4,027-26.7% |
| Admin fee / account holder | $78 | $4,020-98.1% | $5,645-98.6% | $5,403-98.6% |