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 | $11,212 | $75,828-85.2% | $147,614-92.4% | $59,632-81.2% |
| Participation rate | 86.8% | 71.6%+15.3pp | 84.6%+2.2pp | 68.7%+18.2pp |
| Annual return | -3.64% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $836 | $3,485-76.0% | $5,564-85.0% | $2,203-62.0% |
| Participant deferral / active EE | $2,152 | $3,130-31.2% | $4,895-56.0% | $3,192-32.6% |
| Admin fee / account holder | $253 | $5,985-95.8% | $11,611-97.8% | $4,297-94.1% |