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 8-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 | $13,340 | $115,770-88.5% | $101,248-86.8% | $158,922-91.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 7.39% | 56.14%-48.7pp | 46.47%-39.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,079 | $4,175-50.2% | $3,660-43.2% | $4,761-56.3% |
| Participant deferral / active EE | $4,027 | $4,957-18.8% | $4,370-7.9% | $5,982-32.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |