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 | $2,242 | $27,641-91.9% | $61,373-96.3% | $68,494-96.7% |
| Participation rate | 82.8% | 39.5%+43.3pp | 52.6%+30.2pp | 67.9%+14.9pp |
| Annual return | -27.56% | -13.24%-14.3pp | 338.61%-366.2pp | -7.84%-19.7pp |
| Employer contribution / active EE | $740 | $695+6.3% | $1,159-36.2% | $2,596-71.5% |
| Participant deferral / active EE | $893 | $1,263-29.3% | $2,125-58.0% | $4,027-77.8% |
| Admin fee / account holder | $82 | $2,010-95.9% | $2,130-96.1% | $5,403-98.5% |