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 6-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 | $3,182 | $46,674-93.2% | $117,472-97.3% | $68,494-95.4% |
| Participation rate | 94.7% | 56.8%+38.0pp | 70.6%+24.1pp | 67.9%+26.8pp |
| Annual return | -25.89% | -14.52%-11.4pp | 29.74%-55.6pp | -7.84%-18.0pp |
| Employer contribution / active EE | $1,086 | $1,505-27.8% | $4,176-74.0% | $2,596-58.2% |
| Participant deferral / active EE | $1,480 | $2,636-43.9% | $4,070-63.6% | $4,027-63.2% |
| Admin fee / account holder | $257 | $4,020-93.6% | $5,645-95.4% | $5,403-95.2% |