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 | $6,259 | $62,586-90.0% | $76,768-91.8% | $64,186-90.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -18.09% | -1.95%-16.1pp | 2.43%-20.5pp | 7.63%-25.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,873 | $3,145+55.0% | $3,852+26.5% | $3,470+40.5% |
| Admin fee / account holder | $299 | $4,667-93.6% | $6,675-95.5% | $4,888-93.9% |