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 6-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 | $11,164 | $105,860-89.5% | $90,749-87.7% | $134,475-91.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -25.24% | -11.01%-14.2pp | -12.16%-13.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,650 | $3,462-52.3% | $2,921-43.5% | $4,740-65.2% |
| Participant deferral / active EE | $5,911 | $5,216+13.3% | $4,564+29.5% | $6,400-7.6% |
| Admin fee / account holder | $67 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |