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 6-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 | $8,253 | $64,707-87.2% | $112,228-92.6% | $68,494-88.0% |
| Participation rate | 75.8% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.9pp |
| Annual return | -21.28% | -11.40%-9.9pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,443 | $2,746-47.5% | $3,635-60.3% | $2,596-44.4% |
| Participant deferral / active EE | $2,462 | $3,565-30.9% | $4,728-47.9% | $4,027-38.9% |
| Admin fee / account holder | $162 | $5,232-96.9% | $6,410-97.5% | $5,403-97.0% |