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 9-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 | $7,855 | $97,757-92.0% | $83,848-90.6% | $135,375-94.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.31% | 1287.37%-1301.7pp | 850.88%-865.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $4,063 | $4,222-3.8% | $3,631+11.9% | $4,779-15.0% |
| Participant deferral / active EE | $1,432 | $4,682-69.4% | $4,082-64.9% | $5,609-74.5% |
| Admin fee / account holder | $53 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |