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 | $14,170 | $142,344-90.0% | $119,609-88.2% | $134,475-89.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -37.67% | -12.44%-25.2pp | -14.97%-22.7pp | 417.96%-455.6pp |
| Employer contribution / active EE | $4,160 | $5,222-20.3% | $4,232-1.7% | $4,740-12.2% |
| Participant deferral / active EE | $5,969 | $6,469-7.7% | $5,602+6.6% | $6,400-6.7% |
| Admin fee / account holder | $193 | $13,584-98.6% | $10,323-98.1% | $11,426-98.3% |