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 6-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 | $11,649 | $167,307-93.0% | $143,757-91.9% | $134,475-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.50% | 0.46%-24.0pp | -0.04%-23.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,895 | $5,619-12.9% | $4,951-1.1% | $4,740+3.3% |
| Participant deferral / active EE | $2,393 | $6,446-62.9% | $5,637-57.6% | $6,400-62.6% |
| Admin fee / account holder | $77 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |