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 | $11,317 | $142,344-92.0% | $119,609-90.5% | $134,475-91.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -42.04% | -12.44%-29.6pp | -14.97%-27.1pp | 417.96%-460.0pp |
| Employer contribution / active EE | $4,143 | $5,222-20.7% | $4,232-2.1% | $4,740-12.6% |
| Participant deferral / active EE | $5,364 | $6,469-17.1% | $5,602-4.2% | $6,400-16.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |