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 | $11,533 | $167,484-93.1% | $151,611-92.4% | $134,475-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.04% | 7.80%-30.8pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,722 | $6,829-60.1% | $6,166-55.8% | $4,740-42.6% |
| Participant deferral / active EE | $3,957 | $8,986-56.0% | $8,363-52.7% | $6,400-38.2% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |