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 8-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 | $2,011 | $102,966-98.0% | $90,281-97.8% | $152,861-98.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | -34.35% | 95.16%-129.5pp | 78.10%-112.4pp | 345.32%-379.7pp |
| Employer contribution / active EE | $679 | $3,139-78.4% | $2,854-76.2% | $4,762-85.7% |
| Participant deferral / active EE | $1,019 | $4,281-76.2% | $3,885-73.8% | $5,850-82.6% |
| Admin fee / account holder | $277 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |