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 | $3,057 | $59,805-94.9% | $79,550-96.2% | $68,494-95.5% |
| Participation rate | 84.1% | 61.1%+23.1pp | 69.5%+14.6pp | 67.9%+16.2pp |
| Annual return | -24.28% | -12.30%-12.0pp | 0.16%-24.4pp | -7.84%-16.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,029 | $3,024-32.9% | $3,985-49.1% | $4,027-49.6% |
| Admin fee / account holder | $115 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |