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 | $3,214 | $48,265-93.3% | $68,791-95.3% | $68,494-95.3% |
| Participation rate | 92.3% | 60.7%+31.6pp | 69.0%+23.3pp | 67.9%+24.4pp |
| Annual return | -22.58% | -12.71%-9.9pp | -6.38%-16.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $857 | $1,829-53.1% | $2,655-67.7% | $2,596-67.0% |
| Participant deferral / active EE | $1,202 | $2,867-58.1% | $3,941-69.5% | $4,027-70.1% |
| Admin fee / account holder | $180 | $4,355-95.9% | $4,932-96.4% | $5,403-96.7% |