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 | $22,573 | $167,484-86.5% | $151,611-85.1% | $134,475-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.53% | 7.80%-34.3pp | 3.33%-29.9pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,439 | $6,829-64.3% | $6,166-60.4% | $4,740-48.5% |
| Participant deferral / active EE | $15,585 | $8,986+73.4% | $8,363+86.3% | $6,400+143.5% |
| Admin fee / account holder | $126 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |