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 6-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 | $5,962 | $92,703-93.6% | $82,719-92.8% | $134,475-95.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -23.54% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $826 | $3,274-74.8% | $3,009-72.5% | $4,740-82.6% |
| Participant deferral / active EE | $2,640 | $4,802-45.0% | $4,395-39.9% | $6,400-58.7% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |