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 9-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 | $11,488 | $97,757-88.2% | $83,848-86.3% | $135,375-91.5% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -23.50% | 1287.37%-1310.9pp | 850.88%-874.4pp | 519.73%-543.2pp |
| Employer contribution / active EE | $2,082 | $4,222-50.7% | $3,631-42.7% | $4,779-56.4% |
| Participant deferral / active EE | $4,691 | $4,682+0.2% | $4,082+14.9% | $5,609-16.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |