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 7-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 | $3,026 | $92,703-96.7% | $82,719-96.3% | $134,475-97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.03% | 944.92%-967.0pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $685 | $3,274-79.1% | $3,009-77.2% | $4,740-85.5% |
| Participant deferral / active EE | $1,298 | $4,802-73.0% | $4,395-70.5% | $6,400-79.7% |
| Admin fee / account holder | $37 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |