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 9-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 | $15,052 | $95,971-84.3% | $74,550-79.8% | $135,375-88.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.37% | 56.96%-68.3pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $6,122 | $2,716+125.4% | $1,961+212.2% | $4,779+28.1% |
| Participant deferral / active EE | $4,772 | $3,843+24.2% | $3,108+53.5% | $5,609-14.9% |
| Admin fee / account holder | $135 | $6,522-97.9% | $5,060-97.3% | $10,827-98.8% |