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 8-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 | $6,149 | $59,805-89.7% | $79,550-92.3% | $68,494-91.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -20.02% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $921 | $1,505-38.8% | $2,413-61.8% | $2,596-64.5% |
| Participant deferral / active EE | $2,809 | $3,024-7.1% | $3,985-29.5% | $4,027-30.2% |
| Admin fee / account holder | $214 | $4,835-95.6% | $6,832-96.9% | $5,403-96.0% |