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 | $1,757 | $73,867-97.6% | $143,757-98.8% | $68,494-97.4% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -37.84% | 1.01%-38.9pp | -0.04%-37.8pp | -7.84%-30.0pp |
| Employer contribution / active EE | $743 | $3,184-76.7% | $4,951-85.0% | $2,596-71.4% |
| Participant deferral / active EE | $958 | $3,384-71.7% | $5,637-83.0% | $4,027-76.2% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |