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 | $8,884 | $84,233-89.5% | $170,442-94.8% | $70,131-87.3% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 11.02% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,092 | $3,387-67.8% | $5,433-79.9% | $2,342-53.4% |
| Participant deferral / active EE | $917 | $3,086-70.3% | $4,939-81.4% | $3,332-72.5% |
| Admin fee / account holder | $263 | $5,698-95.4% | $13,880-98.1% | $4,645-94.3% |