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 | $9,717 | $127,386-92.4% | $115,037-91.6% | $125,391-92.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.51% | 31.28%-34.8pp | 26.14%-29.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,457 | $5,166-71.8% | $4,608-68.4% | $4,866-70.1% |
| Participant deferral / active EE | $3,133 | $6,423-51.2% | $6,026-48.0% | $5,352-41.5% |
| Admin fee / account holder | $194 | $9,516-98.0% | $8,175-97.6% | $9,540-98.0% |