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 | $7,397 | $99,341-92.6% | $84,750-91.3% | $273,961-97.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -100.00% | 22.93%-122.9pp | 22.78%-122.8pp | 41.45%-141.5pp |
| Employer contribution / active EE | $3,716 | $4,214-11.8% | $3,574+4.0% | $4,869-23.7% |
| Participant deferral / active EE | $4,421 | $4,269+3.6% | $3,712+19.1% | $5,287-16.4% |
| Admin fee / account holder | $43 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |