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 | $8,713 | $46,674-81.3% | $117,472-92.6% | $68,494-87.3% |
| Participation rate | 96.2% | 56.8%+39.4pp | 70.6%+25.6pp | 67.9%+28.3pp |
| Annual return | -19.75% | -14.52%-5.2pp | 29.74%-49.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,937 | $1,505+28.8% | $4,176-53.6% | $2,596-25.4% |
| Participant deferral / active EE | $2,276 | $2,636-13.7% | $4,070-44.1% | $4,027-43.5% |
| Admin fee / account holder | $251 | $4,020-93.8% | $5,645-95.6% | $5,403-95.4% |