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 | $6,207 | $92,703-93.3% | $82,719-92.5% | $134,475-95.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -30.51% | 944.92%-975.4pp | 701.18%-731.7pp | 417.96%-448.5pp |
| Employer contribution / active EE | $1,959 | $3,274-40.2% | $3,009-34.9% | $4,740-58.7% |
| Participant deferral / active EE | $3,010 | $4,802-37.3% | $4,395-31.5% | $6,400-53.0% |
| Admin fee / account holder | $35 | $5,983-99.4% | $5,329-99.4% | $11,426-99.7% |