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 3-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 | $363 | $29,660-98.8% | $56,411-99.4% | $80,856-99.6% |
| Participation rate | 85.9% | 41.6%+44.3pp | 52.5%+33.5pp | 67.6%+18.3pp |
| Annual return | 2.82% | 35.23%-32.4pp | 1701.33%-1698.5pp | 35.59%-32.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $242 | $1,226-80.2% | $1,952-87.6% | $4,296-94.4% |
| Admin fee / account holder | $67 | $2,428-97.3% | $2,829-97.6% | $6,918-99.0% |