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 9-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 | $925 | $27,915-96.7% | $58,482-98.4% | $75,163-98.8% |
| Participation rate | 70.0% | 38.8%+31.2pp | 50.9%+19.1pp | 67.2%+2.8pp |
| Annual return | 0.73% | 44.20%-43.5pp | 4239.32%-4238.6pp | 160.62%-159.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $326 | $1,201-72.8% | $1,924-83.0% | $4,125-92.1% |
| Admin fee / account holder | $157 | $1,726-90.9% | $2,516-93.8% | $5,651-97.2% |