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 9-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 | $7,607 | $91,911-91.7% | $68,793-88.9% | $135,375-94.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -21.95% | -8.22%-13.7pp | -4.63%-17.3pp | 519.73%-541.7pp |
| Employer contribution / active EE | $2,017 | $3,924-48.6% | $2,625-23.2% | $4,779-57.8% |
| Participant deferral / active EE | $3,394 | $4,315-21.3% | $3,311+2.5% | $5,609-39.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |