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 | $2,591 | $82,286-96.9% | $68,791-96.2% | $134,475-98.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -49.50% | -2.19%-47.3pp | -6.38%-43.1pp | 417.96%-467.5pp |
| Employer contribution / active EE | $952 | $3,301-71.2% | $2,655-64.1% | $4,740-79.9% |
| Participant deferral / active EE | $1,668 | $4,739-64.8% | $3,941-57.7% | $6,400-73.9% |
| Admin fee / account holder | $176 | $6,481-97.3% | $4,932-96.4% | $11,426-98.5% |