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 4-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 | $1,317 | $51,175-97.4% | $70,515-98.1% | $75,163-98.2% |
| Participation rate | 85.2% | 60.9%+24.2pp | 68.3%+16.8pp | 67.2%+18.0pp |
| Annual return | -50.19% | 30.02%-80.2pp | 32.77%-83.0pp | 160.62%-210.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,090 | $2,849-61.7% | $4,567-76.1% | $4,125-73.6% |
| Admin fee / account holder | $295 | $4,091-92.8% | $6,412-95.4% | $5,651-94.8% |