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 | $4,926 | $42,894-88.5% | $60,874-91.9% | $68,494-92.8% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.3pp | 67.9%+27.6pp |
| Annual return | -24.74% | -13.98%-10.8pp | 16.90%-41.6pp | -7.84%-16.9pp |
| Employer contribution / active EE | $1,195 | $1,978-39.6% | $2,701-55.8% | $2,596-54.0% |
| Participant deferral / active EE | $2,400 | $2,867-16.3% | $3,817-37.1% | $4,027-40.4% |
| Admin fee / account holder | $64 | $3,101-97.9% | $3,224-98.0% | $5,403-98.8% |