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 10-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 | $21,529 | $135,635-84.1% | $110,238-80.5% | $135,375-84.1% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -15.70% | 513.19%-528.9pp | 314.74%-330.4pp | 519.73%-535.4pp |
| Employer contribution / active EE | $5,046 | $4,906+2.8% | $3,826+31.9% | $4,779+5.6% |
| Participant deferral / active EE | $7,183 | $5,506+30.4% | $4,672+53.7% | $5,609+28.1% |
| Admin fee / account holder | $64 | $11,457-99.4% | $8,547-99.3% | $10,827-99.4% |