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 | $13,615 | $138,065-90.1% | $123,544-89.0% | $135,375-89.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -29.92% | 153.68%-183.6pp | 119.20%-149.1pp | 519.73%-549.7pp |
| Employer contribution / active EE | $3,577 | $5,151-30.6% | $4,628-22.7% | $4,779-25.1% |
| Participant deferral / active EE | $9,154 | $6,799+34.6% | $6,426+42.5% | $5,609+63.2% |
| Admin fee / account holder | $91 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |