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 | $13,400 | $138,044-90.3% | $125,339-89.3% | $134,475-90.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.24% | 750.33%-779.6pp | 572.05%-601.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $2,747 | $5,243-47.6% | $4,814-42.9% | $4,740-42.0% |
| Participant deferral / active EE | $12,604 | $7,799+61.6% | $7,446+69.3% | $6,400+96.9% |
| Admin fee / account holder | $56 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |