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 | $3,292 | $133,958-97.5% | $112,228-97.1% | $134,475-97.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.29% | 47.11%-79.4pp | 27.45%-59.7pp | 417.96%-450.3pp |
| Employer contribution / active EE | $1,365 | $4,038-66.2% | $3,635-62.4% | $4,740-71.2% |
| Participant deferral / active EE | $1,494 | $5,291-71.8% | $4,728-68.4% | $6,400-76.7% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-99.9% | $11,426-100.0% |