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 | $8,782 | $75,828-88.4% | $147,614-94.1% | $59,632-85.3% |
| Participation rate | 86.8% | 71.6%+15.3pp | 84.6%+2.2pp | 68.7%+18.2pp |
| Annual return | -4.67% | 0.37%-5.0pp | 61.98%-66.7pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $630 | $3,485-81.9% | $5,564-88.7% | $2,203-71.4% |
| Participant deferral / active EE | $2,568 | $3,130-18.0% | $4,895-47.6% | $3,192-19.6% |
| Admin fee / account holder | $52 | $5,985-99.1% | $11,611-99.6% | $4,297-98.8% |