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 | $4,199 | $92,703-95.5% | $82,719-94.9% | $134,475-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -42.44% | 944.92%-987.4pp | 701.18%-743.6pp | 417.96%-460.4pp |
| Employer contribution / active EE | $1,711 | $3,274-47.7% | $3,009-43.1% | $4,740-63.9% |
| Participant deferral / active EE | $2,245 | $4,802-53.3% | $4,395-48.9% | $6,400-64.9% |
| Admin fee / account holder | $172 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |