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 | $2,817 | $82,286-96.6% | $68,791-95.9% | $134,475-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.64% | -2.19%-22.4pp | -6.38%-18.3pp | 417.96%-442.6pp |
| Employer contribution / active EE | $3,002 | $3,301-9.1% | $2,655+13.0% | $4,740-36.7% |
| Participant deferral / active EE | $3,002 | $4,739-36.7% | $3,941-23.8% | $6,400-53.1% |
| Admin fee / account holder | $9 | $6,481-99.9% | $4,932-99.8% | $11,426-99.9% |