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 | $18,600 | $180,449-89.7% | $154,107-87.9% | $135,375-86.3% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -16.23% | 888.09%-904.3pp | 735.12%-751.3pp | 519.73%-536.0pp |
| Employer contribution / active EE | $2,225 | $6,035-63.1% | $5,298-58.0% | $4,779-53.4% |
| Participant deferral / active EE | $7,622 | $5,806+31.3% | $5,081+50.0% | $5,609+35.9% |
| Admin fee / account holder | $179 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |