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 | $10,925 | $49,177-77.8% | $79,464-86.3% | $64,186-83.0% |
| Participation rate | 72.9% | 65.0%+7.9pp | 73.3%-0.4pp | 69.6%+3.3pp |
| Annual return | -24.15% | -1.16%-23.0pp | 718.14%-742.3pp | 7.63%-31.8pp |
| Employer contribution / active EE | $1,842 | $2,076-11.3% | $2,800-34.2% | $2,381-22.7% |
| Participant deferral / active EE | $3,702 | $2,821+31.2% | $3,7040% | $3,470+6.7% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |