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 | $12,021 | $99,032-87.9% | $80,019-85.0% | $135,375-91.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -30.79% | 15.39%-46.2pp | 11.22%-42.0pp | 519.73%-550.5pp |
| Employer contribution / active EE | $1,753 | $3,043-42.4% | $2,468-29.0% | $4,779-63.3% |
| Participant deferral / active EE | $3,411 | $4,282-20.4% | $3,686-7.5% | $5,609-39.2% |
| Admin fee / account holder | $29 | $10,436-99.7% | $6,521-99.6% | $10,827-99.7% |