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 4-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 | $12,403 | $142,344-91.3% | $119,609-89.6% | $134,475-90.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.36% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,370 | $5,222-54.6% | $4,232-44.0% | $4,740-50.0% |
| Participant deferral / active EE | $4,094 | $6,469-36.7% | $5,602-26.9% | $6,400-36.0% |
| Admin fee / account holder | $125 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |