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 | $3,603 | $84,695-95.7% | $73,843-95.1% | $125,391-97.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.74% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,893 | $3,123-39.4% | $2,787-32.1% | $4,866-61.1% |
| Participant deferral / active EE | $1,829 | $3,992-54.2% | $3,583-49.0% | $5,352-65.8% |
| Admin fee / account holder | $158 | $5,691-97.2% | $4,880-96.8% | $9,540-98.3% |