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 | $2,870 | $76,000-96.2% | $154,107-98.1% | $64,186-95.5% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.5pp |
| Annual return | -15.80% | 30.32%-46.1pp | 735.12%-750.9pp | 7.63%-23.4pp |
| Employer contribution / active EE | $784 | $3,351-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $1,421 | $3,175-55.2% | $5,081-72.0% | $3,470-59.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |