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 9-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 | $7,434 | $99,032-92.5% | $80,019-90.7% | $135,375-94.5% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -9.99% | 15.39%-25.4pp | 11.22%-21.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,229 | $3,043-59.6% | $2,468-50.2% | $4,779-74.3% |
| Participant deferral / active EE | $1,731 | $4,282-59.6% | $3,686-53.0% | $5,609-69.1% |
| Admin fee / account holder | $81 | $10,436-99.2% | $6,521-98.8% | $10,827-99.3% |