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 4-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 | $11,654 | $138,044-91.6% | $125,339-90.7% | $134,475-91.3% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -28.39% | 750.33%-778.7pp | 572.05%-600.4pp | 417.96%-446.4pp |
| Employer contribution / active EE | $2,856 | $5,243-45.5% | $4,814-40.7% | $4,740-39.7% |
| Participant deferral / active EE | $5,628 | $7,799-27.8% | $7,446-24.4% | $6,400-12.1% |
| Admin fee / account holder | $197 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |