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 | $4,856 | $95,862-94.9% | $79,550-93.9% | $134,475-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.67% | -2.69%-19.0pp | 0.16%-21.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $560 | $3,128-82.1% | $2,413-76.8% | $4,740-88.2% |
| Participant deferral / active EE | $2,798 | $4,693-40.4% | $3,985-29.8% | $6,400-56.3% |
| Admin fee / account holder | $53 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |