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 8-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 | $9,379 | $49,280-81.0% | $67,313-86.1% | $64,186-85.4% |
| Participation rate | 84.2% | 60.8%+23.4pp | 69.1%+15.1pp | 69.6%+14.6pp |
| Annual return | -14.01% | -1.39%-12.6pp | -4.08%-9.9pp | 7.63%-21.6pp |
| Employer contribution / active EE | $2,691 | $1,668+61.3% | $2,566+4.9% | $2,381+13.0% |
| Participant deferral / active EE | $2,019 | $2,484-18.7% | $3,568-43.4% | $3,470-41.8% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |