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 4-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 | $12,393 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -48.58% | 0.46%-49.0pp | -0.04%-48.5pp | 417.96%-466.5pp |
| Employer contribution / active EE | $2,344 | $5,619-58.3% | $4,951-52.7% | $4,740-50.5% |
| Participant deferral / active EE | $8,615 | $6,446+33.6% | $5,637+52.8% | $6,400+34.6% |
| Admin fee / account holder | $39 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |