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 | $9,544 | $43,075-77.8% | $74,583-87.2% | $62,891-84.8% |
| Participation rate | 97.3% | 58.1%+39.2pp | 68.1%+29.2pp | 69.3%+28.0pp |
| Annual return | 3.92% | 17.50%-13.6pp | 20.47%-16.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,344 | $1,498+56.5% | $2,525-7.2% | $2,281+2.7% |
| Participant deferral / active EE | $874 | $2,389-63.4% | $3,458-74.7% | $3,203-72.7% |
| Admin fee / account holder | $201 | $2,840-92.9% | $4,138-95.1% | $4,296-95.3% |