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 6-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 | $18,264 | $167,484-89.1% | $151,611-88.0% | $134,475-86.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.60% | 7.80%-30.4pp | 3.33%-25.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,228 | $6,829-67.4% | $6,166-63.9% | $4,740-53.0% |
| Participant deferral / active EE | $6,255 | $8,986-30.4% | $8,363-25.2% | $6,400-2.3% |
| Admin fee / account holder | $62 | $13,783-99.5% | $11,616-99.5% | $11,426-99.5% |