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 9-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 | $10,082 | $135,635-92.6% | $110,238-90.9% | $135,375-92.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -22.54% | 513.19%-535.7pp | 314.74%-337.3pp | 519.73%-542.3pp |
| Employer contribution / active EE | $2,329 | $4,906-52.5% | $3,826-39.1% | $4,779-51.3% |
| Participant deferral / active EE | $3,139 | $5,506-43.0% | $4,672-32.8% | $5,609-44.0% |
| Admin fee / account holder | $173 | $11,457-98.5% | $8,547-98.0% | $10,827-98.4% |