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 | $10,582 | $100,754-89.5% | $86,677-87.8% | $134,475-92.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.35% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,592 | $3,489-25.7% | $2,836-8.6% | $4,740-45.3% |
| Participant deferral / active EE | $5,075 | $5,338-4.9% | $4,656+9.0% | $6,400-20.7% |
| Admin fee / account holder | $37 | $10,926-99.7% | $7,493-99.5% | $11,426-99.7% |