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 | $3,868 | $138,065-97.2% | $123,544-96.9% | $135,375-97.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -93.33% | 153.68%-247.0pp | 119.20%-212.5pp | 519.73%-613.1pp |
| Employer contribution / active EE | $899 | $5,151-82.5% | $4,628-80.6% | $4,779-81.2% |
| Participant deferral / active EE | $2,941 | $6,799-56.7% | $6,426-54.2% | $5,609-47.6% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |