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 | $8,346 | $82,664-89.9% | $125,339-93.3% | $68,494-87.8% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -22.71% | -5.97%-16.7pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,158 | $3,381-65.8% | $4,814-76.0% | $2,596-55.4% |
| Participant deferral / active EE | $3,427 | $6,110-43.9% | $7,446-54.0% | $4,027-14.9% |
| Admin fee / account holder | $217 | $6,275-96.5% | $10,010-97.8% | $5,403-96.0% |