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 | $6,160 | $97,757-93.7% | $83,848-92.7% | $135,375-95.4% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -11.31% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,098 | $4,222-74.0% | $3,631-69.8% | $4,779-77.0% |
| Participant deferral / active EE | $1,219 | $4,682-74.0% | $4,082-70.1% | $5,609-78.3% |
| Admin fee / account holder | $84 | $6,674-98.7% | $5,478-98.5% | $10,827-99.2% |