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 8-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 | $2,139 | $95,971-97.8% | $74,550-97.1% | $135,375-98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -20.82% | 56.96%-77.8pp | 32.53%-53.3pp | 519.73%-540.6pp |
| Employer contribution / active EE | $810 | $2,716-70.2% | $1,961-58.7% | $4,779-83.0% |
| Participant deferral / active EE | $2,519 | $3,843-34.5% | $3,108-19.0% | $5,609-55.1% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |