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 | $19,355 | $162,781-88.1% | $133,956-85.6% | $158,922-87.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.98% | 41.94%-39.0pp | 45.09%-42.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $2,877 | $4,975-42.2% | $3,919-26.6% | $4,761-39.6% |
| Participant deferral / active EE | $3,556 | $5,911-39.8% | $5,048-29.6% | $5,982-40.6% |
| Admin fee / account holder | $156 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |