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 | $1,052 | $69,518-98.5% | $59,878-98.2% | $135,375-99.2% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.7%+15.8pp | 82.6%+7.8pp |
| Annual return | -17.82% | 7.94%-25.8pp | 3.46%-21.3pp | 519.73%-537.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $965 | $4,206-77.0% | $3,402-71.6% | $5,609-82.8% |
| Admin fee / account holder | $20 | $5,734-99.6% | $3,590-99.4% | $10,827-99.8% |