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 | $9,064 | $138,065-93.4% | $123,544-92.7% | $135,375-93.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -25.04% | 153.68%-178.7pp | 119.20%-144.2pp | 519.73%-544.8pp |
| Employer contribution / active EE | $1,161 | $5,151-77.5% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $6,754 | $6,799-0.7% | $6,426+5.1% | $5,609+20.4% |
| Admin fee / account holder | $216 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |