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 9-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 | $13,009 | $138,065-90.6% | $123,544-89.5% | $135,375-90.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.35% | 153.68%-172.0pp | 119.20%-137.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $2,621 | $5,151-49.1% | $4,628-43.4% | $4,779-45.2% |
| Participant deferral / active EE | $7,482 | $6,799+10.0% | $6,426+16.4% | $5,609+33.4% |
| Admin fee / account holder | $210 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |