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 | $18,216 | $83,477-78.2% | $125,175-85.4% | $72,985-75.0% |
| Participation rate | 72.6% | 73.3%-0.7pp | 79.8%-7.2pp | 69.5%+3.1pp |
| Annual return | 14.96% | 25.78%-10.8pp | 43.79%-28.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,975 | $3,585-44.9% | $4,937-60.0% | $3,607-45.2% |
| Admin fee / account holder | $289 | $5,517-94.8% | $9,702-97.0% | $5,124-94.4% |