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 | $27,022 | $180,449-85.0% | $154,107-82.5% | $135,375-80.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -10.15% | 888.09%-898.2pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,904 | $6,035-35.3% | $5,298-26.3% | $4,779-18.3% |
| Participant deferral / active EE | $5,473 | $5,806-5.7% | $5,081+7.7% | $5,609-2.4% |
| Admin fee / account holder | $257 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |