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 | $3,482 | $73,867-95.3% | $143,757-97.6% | $68,494-94.9% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -26.26% | 1.01%-27.3pp | -0.04%-26.2pp | -7.84%-18.4pp |
| Employer contribution / active EE | $830 | $3,184-73.9% | $4,951-83.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,261 | $3,384-62.7% | $5,637-77.6% | $4,027-68.7% |
| Admin fee / account holder | $59 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |