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 6-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 | $9,225 | $133,958-93.1% | $112,228-91.8% | $134,475-93.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -22.86% | 47.11%-70.0pp | 27.45%-50.3pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,344 | $4,038-66.7% | $3,635-63.0% | $4,740-71.6% |
| Participant deferral / active EE | $3,951 | $5,291-25.3% | $4,728-16.4% | $6,400-38.3% |
| Admin fee / account holder | $83 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |