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 5-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 | $9,209 | $95,862-90.4% | $79,550-88.4% | $134,475-93.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -35.57% | -2.69%-32.9pp | 0.16%-35.7pp | 417.96%-453.5pp |
| Employer contribution / active EE | $1,645 | $3,128-47.4% | $2,413-31.8% | $4,740-65.3% |
| Participant deferral / active EE | $5,676 | $4,693+21.0% | $3,985+42.4% | $6,400-11.3% |
| Admin fee / account holder | $5 | $9,126-99.9% | $6,832-99.9% | $11,426-100.0% |