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 8-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 | $6,281 | $158,817-96.0% | $121,196-94.8% | $135,375-95.4% |
| Participation rate | 78.9% | 79.3%-0.4pp | 71.7%+7.2pp | 82.6%-3.7pp |
| Annual return | -17.12% | -0.64%-16.5pp | 16.93%-34.1pp | 519.73%-536.9pp |
| Employer contribution / active EE | $2,527 | $5,665-55.4% | $4,022-37.2% | $4,779-47.1% |
| Participant deferral / active EE | $1,393 | $4,005-65.2% | $3,344-58.4% | $5,609-75.2% |
| Admin fee / account holder | $248 | $6,512-96.2% | $5,019-95.1% | $10,827-97.7% |