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 | $966 | $27,641-96.5% | $61,373-98.4% | $68,494-98.6% |
| Participation rate | 72.7% | 39.5%+33.2pp | 52.6%+20.2pp | 67.9%+4.8pp |
| Annual return | -49.36% | -13.24%-36.1pp | 338.61%-388.0pp | -7.84%-41.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,270 | $1,263+0.5% | $2,125-40.3% | $4,027-68.5% |
| Admin fee / account holder | $128 | $2,010-93.6% | $2,130-94.0% | $5,403-97.6% |