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 | $18,271 | $180,449-89.9% | $154,107-88.1% | $135,375-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.29% | 888.09%-903.4pp | 735.12%-750.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,740 | $6,035-71.2% | $5,298-67.2% | $4,779-63.6% |
| Participant deferral / active EE | $6,272 | $5,806+8.0% | $5,081+23.5% | $5,609+11.8% |
| Admin fee / account holder | $280 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |