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 | $3,216 | $56,199-94.3% | $67,652-95.2% | $59,632-94.6% |
| Participation rate | 87.2% | 71.5%+15.7pp | 75.7%+11.5pp | 68.7%+18.5pp |
| Annual return | -4.72% | 18505.31%-18510.0pp | 6625.04%-6629.8pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,864 | $2,844-34.4% | $3,560-47.6% | $3,192-41.6% |
| Admin fee / account holder | $163 | $3,958-95.9% | $4,821-96.6% | $4,297-96.2% |