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 | $8,169 | $95,862-91.5% | $79,550-89.7% | $134,475-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -25.19% | -2.69%-22.5pp | 0.16%-25.4pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,571 | $3,128-49.8% | $2,413-34.9% | $4,740-66.8% |
| Participant deferral / active EE | $3,290 | $4,693-29.9% | $3,985-17.4% | $6,400-48.6% |
| Admin fee / account holder | $2 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |