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 | $11,576 | $138,044-91.6% | $125,339-90.8% | $134,475-91.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -25.42% | 750.33%-775.7pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,832 | $5,243-65.1% | $4,814-61.9% | $4,740-61.4% |
| Participant deferral / active EE | $5,789 | $7,799-25.8% | $7,446-22.3% | $6,400-9.6% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |