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 | $9,652 | $58,577-83.5% | $83,333-88.4% | $64,186-85.0% |
| Participation rate | 82.4% | 72.0%+10.3pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | -13.71% | 9.65%-23.4pp | 10.63%-24.3pp | 7.63%-21.3pp |
| Employer contribution / active EE | $609 | $2,098-71.0% | $3,379-82.0% | $2,381-74.4% |
| Participant deferral / active EE | $5,009 | $4,654+7.6% | $5,565-10.0% | $3,470+44.4% |
| Admin fee / account holder | $158 | $9,275-98.3% | $7,510-97.9% | $4,888-96.8% |