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 | $23,860 | $160,055-85.1% | $140,016-83.0% | $135,375-82.4% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.5%-1.1pp | 82.6%+3.7pp |
| Annual return | -9.20% | 911.38%-920.6pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,994 | $6,420-53.4% | $5,606-46.6% | $4,779-37.4% |
| Participant deferral / active EE | $4,953 | $7,642-35.2% | $6,927-28.5% | $5,609-11.7% |
| Admin fee / account holder | $109 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |