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 4-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 | $9,890 | $167,307-94.1% | $143,757-93.1% | $134,475-92.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -23.65% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,689 | $5,619-69.9% | $4,951-65.9% | $4,740-64.4% |
| Participant deferral / active EE | $4,994 | $6,446-22.5% | $5,637-11.4% | $6,400-22.0% |
| Admin fee / account holder | $137 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |