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 | $14,697 | $77,813-81.1% | $123,544-88.1% | $64,186-77.1% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -8.79% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,196 | $3,014-27.1% | $4,628-52.5% | $2,381-7.8% |
| Participant deferral / active EE | $3,837 | $5,240-26.8% | $6,426-40.3% | $3,470+10.6% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,888-97.8% |