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 | $16,057 | $104,251-84.6% | $91,001-82.4% | $147,584-89.1% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.6%+18.1pp | 82.8%+10.9pp |
| Annual return | 7.19% | 27.06%-19.9pp | 4.60%+2.6pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,318 | $3,116-57.7% | $2,456-46.3% | $4,876-73.0% |
| Participant deferral / active EE | $2,067 | $4,195-50.7% | $3,547-41.7% | $5,439-62.0% |
| Admin fee / account holder | $247 | $8,948-97.2% | $5,417-95.4% | $10,885-97.7% |