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 3-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 | $964 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 78.9% | 63.9%+15.0pp | 55.6%+23.3pp | 80.0%-1.0pp |
| Annual return | -73.31% | 219.11%-292.4pp | 302.12%-375.4pp | 220.34%-293.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $795 | $2,288-65.2% | $1,790-55.6% | $6,407-87.6% |
| Admin fee / account holder | $283 | $2,844-90.1% | $2,495-88.7% | $12,270-97.7% |