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 | $12,686 | $160,055-92.1% | $140,016-90.9% | $135,375-90.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -44.22% | 911.38%-955.6pp | 651.12%-695.3pp | 519.73%-564.0pp |
| Employer contribution / active EE | $2,913 | $6,420-54.6% | $5,606-48.0% | $4,779-39.0% |
| Participant deferral / active EE | $5,259 | $7,642-31.2% | $6,927-24.1% | $5,609-6.2% |
| Admin fee / account holder | $184 | $13,328-98.6% | $10,705-98.3% | $10,827-98.3% |