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 | $18,970 | $138,065-86.3% | $123,544-84.6% | $135,375-86.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.56% | 153.68%-178.2pp | 119.20%-143.8pp | 519.73%-544.3pp |
| Employer contribution / active EE | $5,592 | $5,151+8.5% | $4,628+20.8% | $4,779+17.0% |
| Participant deferral / active EE | $9,645 | $6,799+41.9% | $6,426+50.1% | $5,609+72.0% |
| Admin fee / account holder | $99 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |