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 | $16,496 | $82,664-80.0% | $125,339-86.8% | $68,494-75.9% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -42.94% | -5.97%-37.0pp | 572.05%-615.0pp | -7.84%-35.1pp |
| Employer contribution / active EE | $4,778 | $3,381+41.3% | $4,814-0.7% | $2,596+84.0% |
| Participant deferral / active EE | $8,655 | $6,110+41.6% | $7,446+16.2% | $4,027+114.9% |
| Admin fee / account holder | $186 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |