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 | $4,098 | $82,286-95.0% | $68,791-94.0% | $134,475-97.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -25.18% | -2.19%-23.0pp | -6.38%-18.8pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,329 | $3,301-59.7% | $2,655-50.0% | $4,740-72.0% |
| Participant deferral / active EE | $1,679 | $4,739-64.6% | $3,941-57.4% | $6,400-73.8% |
| Admin fee / account holder | $266 | $6,481-95.9% | $4,932-94.6% | $11,426-97.7% |