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 | $8,766 | $85,790-89.8% | $67,313-87.0% | $135,375-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.73% | -0.54%-10.2pp | -4.08%-6.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $834 | $3,487-76.1% | $2,566-67.5% | $4,779-82.5% |
| Participant deferral / active EE | $1,826 | $4,651-60.7% | $3,568-48.8% | $5,609-67.4% |
| Admin fee / account holder | $19 | $6,392-99.7% | $4,507-99.6% | $10,827-99.8% |