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 3-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 | $909 | $58,208-98.4% | $81,812-98.9% | $80,856-98.9% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.3%+8.9pp | 67.6%+13.6pp |
| Annual return | -73.09% | 41.66%-114.7pp | 773.79%-846.9pp | 35.59%-108.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $955 | $3,281-70.9% | $4,319-77.9% | $4,296-77.8% |
| Admin fee / account holder | $295 | $4,981-94.1% | $7,386-96.0% | $6,918-95.7% |