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 | $19,168 | $175,600-89.1% | $129,110-85.2% | $134,475-85.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -35.81% | -11.39%-24.4pp | -10.94%-24.9pp | 417.96%-453.8pp |
| Employer contribution / active EE | $6,753 | $6,355+6.3% | $5,052+33.7% | $4,740+42.5% |
| Participant deferral / active EE | $10,463 | $7,975+31.2% | $6,542+59.9% | $6,400+63.5% |
| Admin fee / account holder | $40 | $23,567-99.8% | $14,302-99.7% | $11,426-99.6% |