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 | $12,461 | $113,935-89.1% | $94,224-86.8% | $125,391-90.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.36% | 5.29%-9.6pp | 10.68%-15.0pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,109 | $4,727-55.4% | $3,587-41.2% | $4,866-56.7% |
| Participant deferral / active EE | $9,151 | $5,179+76.7% | $4,320+111.8% | $5,352+71.0% |
| Admin fee / account holder | $21 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |