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 8-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 | $11,282 | $77,813-85.5% | $123,544-90.9% | $64,186-82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -18.92% | 12.48%-31.4pp | 119.20%-138.1pp | 7.63%-26.6pp |
| Employer contribution / active EE | $3,109 | $3,014+3.2% | $4,628-32.8% | $2,381+30.6% |
| Participant deferral / active EE | $8,956 | $5,240+70.9% | $6,426+39.4% | $3,470+158.1% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |