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 | $4,087 | $95,862-95.7% | $79,550-94.9% | $134,475-97.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -61.91% | -2.69%-59.2pp | 0.16%-62.1pp | 417.96%-479.9pp |
| Employer contribution / active EE | $917 | $3,128-70.7% | $2,413-62.0% | $4,740-80.7% |
| Participant deferral / active EE | $2,614 | $4,693-44.3% | $3,985-34.4% | $6,400-59.2% |
| Admin fee / account holder | $66 | $9,126-99.3% | $6,832-99.0% | $11,426-99.4% |