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 10-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 | $17,013 | $78,672-78.4% | $109,143-84.4% | $85,850-80.2% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | -39.88% | 25.09%-65.0pp | 25.75%-65.6pp | 318.53%-358.4pp |
| Employer contribution / active EE | $2,000 | $2,735-26.9% | $3,722-46.3% | $2,565-22.0% |
| Participant deferral / active EE | $3,897 | $3,467+12.4% | $4,653-16.3% | $3,952-1.4% |
| Admin fee / account holder | $285 | $5,469-94.8% | $6,752-95.8% | $6,260-95.4% |