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 | $5,324 | $92,703-94.3% | $82,719-93.6% | $134,475-96.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -43.43% | 944.92%-988.4pp | 701.18%-744.6pp | 417.96%-461.4pp |
| Employer contribution / active EE | $1,594 | $3,274-51.3% | $3,009-47.0% | $4,740-66.4% |
| Participant deferral / active EE | $3,491 | $4,802-27.3% | $4,395-20.6% | $6,400-45.5% |
| Admin fee / account holder | $106 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |