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 | $4,168 | $30,732-86.4% | $59,496-93.0% | $59,632-93.0% |
| Participation rate | 89.7% | 43.2%+46.5pp | 54.6%+35.2pp | 68.7%+21.1pp |
| Annual return | -5.30% | 4.47%-9.8pp | 182.05%-187.4pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $441 | $631-30.1% | $1,153-61.8% | $2,203-80.0% |
| Participant deferral / active EE | $523 | $1,183-55.8% | $1,829-71.4% | $3,192-83.6% |
| Admin fee / account holder | $135 | $2,136-93.7% | $2,232-93.9% | $4,297-96.9% |