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 | $4,150 | $135,635-96.9% | $110,238-96.2% | $135,375-96.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -16.31% | 513.19%-529.5pp | 314.74%-331.0pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,027 | $4,906-79.1% | $3,826-73.2% | $4,779-78.5% |
| Participant deferral / active EE | $3,124 | $5,506-43.3% | $4,672-33.1% | $5,609-44.3% |
| Admin fee / account holder | $148 | $11,457-98.7% | $8,547-98.3% | $10,827-98.6% |