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 | $1,016 | $84,402-98.8% | $61,373-98.3% | $134,475-99.2% |
| Participation rate | 81.0% | 62.2%+18.8pp | 52.6%+28.4pp | 81.2%-0.3pp |
| Annual return | -32.42% | 584.55%-617.0pp | 338.61%-371.0pp | 417.96%-450.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,384 | $2,819-50.9% | $2,125-34.9% | $6,400-78.4% |
| Admin fee / account holder | $17 | $2,585-99.3% | $2,130-99.2% | $11,426-99.9% |