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 | $19,373 | $160,055-87.9% | $140,016-86.2% | $135,375-85.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.58% | 911.38%-922.0pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,541 | $6,420-76.0% | $5,606-72.5% | $4,779-67.7% |
| Participant deferral / active EE | $4,222 | $7,642-44.8% | $6,927-39.1% | $5,609-24.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |