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 | $10,510 | $91,190-88.5% | $178,490-94.1% | $79,858-86.8% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.0pp |
| Annual return | 8.67% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,374 | $3,256-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $3,558 | $3,236+9.9% | $5,202-31.6% | $3,740-4.9% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |