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 | $1,526 | $32,117-95.2% | $71,086-97.9% | $64,186-97.6% |
| Participation rate | 77.8% | 42.7%+35.1pp | 54.7%+23.1pp | 69.6%+8.2pp |
| Annual return | -11.65% | -5.57%-6.1pp | 650.59%-662.2pp | 7.63%-19.3pp |
| Employer contribution / active EE | $159 | $712-77.6% | $1,088-85.3% | $2,381-93.3% |
| Participant deferral / active EE | $723 | $1,263-42.7% | $1,874-61.4% | $3,470-79.2% |
| Admin fee / account holder | $26 | $2,759-99.1% | $3,082-99.2% | $4,888-99.5% |