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 | $19,752 | $165,335-88.1% | $149,696-86.8% | $158,922-87.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.33% | 348.15%-345.8pp | 276.60%-274.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,773 | $5,103-65.3% | $4,644-61.8% | $4,761-62.8% |
| Participant deferral / active EE | $8,779 | $7,181+22.2% | $6,842+28.3% | $5,982+46.7% |
| Admin fee / account holder | $22 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |