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 5-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 | $1,964 | $73,867-97.3% | $143,757-98.6% | $68,494-97.1% |
| Participation rate | 86.9% | 66.7%+20.2pp | 80.3%+6.6pp | 67.9%+19.0pp |
| Annual return | -61.89% | 1.01%-62.9pp | -0.04%-61.9pp | -7.84%-54.0pp |
| Employer contribution / active EE | $908 | $3,184-71.5% | $4,951-81.7% | $2,596-65.0% |
| Participant deferral / active EE | $1,149 | $3,384-66.0% | $5,637-79.6% | $4,027-71.5% |
| Admin fee / account holder | $122 | $5,755-97.9% | $14,673-99.2% | $5,403-97.7% |