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 | $8,131 | $142,344-94.3% | $119,609-93.2% | $134,475-94.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -30.19% | -12.44%-17.8pp | -14.97%-15.2pp | 417.96%-448.2pp |
| Employer contribution / active EE | $2,016 | $5,222-61.4% | $4,232-52.4% | $4,740-57.5% |
| Participant deferral / active EE | $3,456 | $6,469-46.6% | $5,602-38.3% | $6,400-46.0% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |