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 | $19,833 | $72,404-72.6% | $110,238-82.0% | $64,186-69.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.39% | -6.29%-3.1pp | 314.74%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,297 | $2,282+44.5% | $3,826-13.8% | $2,381+38.5% |
| Participant deferral / active EE | $2,851 | $3,469-17.8% | $4,672-39.0% | $3,470-17.8% |
| Admin fee / account holder | $270 | $5,664-95.2% | $8,547-96.8% | $4,888-94.5% |