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 | $4,541 | $104,106-95.6% | $71,086-93.6% | $135,375-96.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -15.55% | 1256.30%-1271.8pp | 650.59%-666.1pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,205 | $1,485-18.8% | $1,088+10.8% | $4,779-74.8% |
| Participant deferral / active EE | $1,322 | $2,527-47.7% | $1,874-29.5% | $5,609-76.4% |
| Admin fee / account holder | $44 | $4,142-98.9% | $3,082-98.6% | $10,827-99.6% |