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 | $20,711 | $135,952-84.8% | $123,892-83.3% | $273,961-92.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 2.72% | 56.63%-53.9pp | 47.52%-44.8pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,494 | $5,170-71.1% | $4,617-67.6% | $4,869-69.3% |
| Participant deferral / active EE | $4,907 | $6,343-22.6% | $5,984-18.0% | $5,287-7.2% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,132-99.5% |