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 9-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 | $13,801 | $95,971-85.6% | $74,550-81.5% | $135,375-89.8% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -20.30% | 56.96%-77.3pp | 32.53%-52.8pp | 519.73%-540.0pp |
| Employer contribution / active EE | $4,195 | $2,716+54.5% | $1,961+114.0% | $4,779-12.2% |
| Participant deferral / active EE | $7,821 | $3,843+103.5% | $3,108+151.6% | $5,609+39.4% |
| Admin fee / account holder | $42 | $6,522-99.4% | $5,060-99.2% | $10,827-99.6% |