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 10-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 | $5,134 | $87,705-94.1% | $63,517-91.9% | $125,391-95.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -14.95% | 21.70%-36.6pp | -70.30%+55.3pp | 282.22%-297.2pp |
| Employer contribution / active EE | $1,526 | $3,601-57.6% | $2,322-34.3% | $4,866-68.6% |
| Participant deferral / active EE | $2,384 | $3,939-39.5% | $2,953-19.3% | $5,352-55.5% |
| Admin fee / account holder | $77 | $11,948-99.4% | $5,892-98.7% | $9,540-99.2% |