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 | $8,401 | $58,264-85.6% | $86,612-90.3% | $71,457-88.2% |
| Participation rate | 89.9% | 65.0%+24.9pp | 71.7%+18.2pp | 67.9%+22.0pp |
| Annual return | 12.05% | 21.63%-9.6pp | 591.07%-579.0pp | 28.85%-16.8pp |
| Employer contribution / active EE | $702 | $2,574-72.7% | $3,022-76.8% | $2,588-72.9% |
| Participant deferral / active EE | $1,581 | $3,436-54.0% | $4,438-64.4% | $4,289-63.1% |
| Admin fee / account holder | $200 | $1,057-81.0% | $5,614-96.4% | $1,587-87.4% |