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 | $1,392 | $73,867-98.1% | $143,757-99.0% | $68,494-98.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -49.24% | 1.01%-50.3pp | -0.04%-49.2pp | -7.84%-41.4pp |
| Employer contribution / active EE | $1,109 | $3,184-65.2% | $4,951-77.6% | $2,596-57.3% |
| Participant deferral / active EE | $1,320 | $3,384-61.0% | $5,637-76.6% | $4,027-67.2% |
| Admin fee / account holder | $129 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |