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 7-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 | $2,079 | $110,502-98.1% | $80,716-97.4% | $167,490-98.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | -8.55% | 120.54%-129.1pp | 87.28%-95.8pp | 478.56%-487.1pp |
| Employer contribution / active EE | $12 | $1,543-99.2% | $1,160-99.0% | $4,837-99.7% |
| Participant deferral / active EE | $582 | $2,871-79.7% | $2,146-72.9% | $6,341-90.8% |
| Admin fee / account holder | $67 | $4,545-98.5% | $3,380-98.0% | $12,309-99.5% |