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 | $2,761 | $54,350-94.9% | $82,719-96.7% | $68,494-96.0% |
| Participation rate | 86.3% | 63.9%+22.4pp | 72.6%+13.8pp | 67.9%+18.4pp |
| Annual return | -32.24% | -13.67%-18.6pp | 701.18%-733.4pp | -7.84%-24.4pp |
| Employer contribution / active EE | $1,044 | $2,218-52.9% | $3,009-65.3% | $2,596-59.8% |
| Participant deferral / active EE | $1,366 | $3,246-57.9% | $4,395-68.9% | $4,027-66.1% |
| Admin fee / account holder | $180 | $4,395-95.9% | $5,329-96.6% | $5,403-96.7% |