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 | $2,121 | $105,998-98.0% | $92,233-97.7% | $147,584-98.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -36.52% | 50.05%-86.6pp | 176.28%-212.8pp | 578.55%-615.1pp |
| Employer contribution / active EE | $1,485 | $4,333-65.7% | $3,679-59.6% | $4,876-69.5% |
| Participant deferral / active EE | $1,485 | $4,478-66.8% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $287 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |