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 | $5,007 | $138,044-96.4% | $125,339-96.0% | $134,475-96.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -56.51% | 750.33%-806.8pp | 572.05%-628.6pp | 417.96%-474.5pp |
| Employer contribution / active EE | $2,345 | $5,243-55.3% | $4,814-51.3% | $4,740-50.5% |
| Participant deferral / active EE | $4,107 | $7,799-47.3% | $7,446-44.8% | $6,400-35.8% |
| Admin fee / account holder | $42 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |