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 | $2,399 | $48,265-95.0% | $68,791-96.5% | $68,494-96.5% |
| Participation rate | 90.9% | 60.7%+30.2pp | 69.0%+21.9pp | 67.9%+23.0pp |
| Annual return | -33.97% | -12.71%-21.3pp | -6.38%-27.6pp | -7.84%-26.1pp |
| Employer contribution / active EE | $755 | $1,829-58.7% | $2,655-71.6% | $2,596-70.9% |
| Participant deferral / active EE | $1,458 | $2,867-49.1% | $3,941-63.0% | $4,027-63.8% |
| Admin fee / account holder | $208 | $4,355-95.2% | $4,932-95.8% | $5,403-96.1% |