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 8-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 | $6,844 | $77,813-91.2% | $123,544-94.5% | $64,186-89.3% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.3%+2.8pp | 69.6%+15.6pp |
| Annual return | -18.05% | 12.48%-30.5pp | 119.20%-137.2pp | 7.63%-25.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,123 | $5,240-2.2% | $6,426-20.3% | $3,470+47.7% |
| Admin fee / account holder | $172 | $5,519-96.9% | $9,284-98.1% | $4,888-96.5% |