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 | $9,718 | $50,958-80.9% | $74,550-87.0% | $64,186-84.9% |
| Participation rate | 75.5% | 61.1%+14.5pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -12.78% | -1.86%-10.9pp | 32.53%-45.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $1,788 | $1,115+60.3% | $1,961-8.8% | $2,381-24.9% |
| Participant deferral / active EE | $2,545 | $2,301+10.6% | $3,108-18.1% | $3,470-26.6% |
| Admin fee / account holder | $68 | $4,223-98.4% | $5,060-98.7% | $4,888-98.6% |