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 | $8,639 | $54,350-84.1% | $82,719-89.6% | $68,494-87.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -27.49% | -13.67%-13.8pp | 701.18%-728.7pp | -7.84%-19.7pp |
| Employer contribution / active EE | $4,571 | $2,218+106.1% | $3,009+51.9% | $2,596+76.1% |
| Participant deferral / active EE | $3,700 | $3,246+14.0% | $4,395-15.8% | $4,027-8.1% |
| Admin fee / account holder | $232 | $4,395-94.7% | $5,329-95.6% | $5,403-95.7% |