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 | $12,700 | $138,044-90.8% | $125,339-89.9% | $134,475-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.38% | 750.33%-782.7pp | 572.05%-604.4pp | 417.96%-450.3pp |
| Employer contribution / active EE | $2,078 | $5,243-60.4% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $5,023 | $7,799-35.6% | $7,446-32.5% | $6,400-21.5% |
| Admin fee / account holder | $179 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |