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 | $8,688 | $82,664-89.5% | $125,339-93.1% | $68,494-87.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -23.43% | -5.97%-17.5pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $2,186 | $3,381-35.4% | $4,814-54.6% | $2,596-15.8% |
| Participant deferral / active EE | $4,303 | $6,110-29.6% | $7,446-42.2% | $4,027+6.8% |
| Admin fee / account holder | $180 | $6,275-97.1% | $10,010-98.2% | $5,403-96.7% |