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 | $11,105 | $54,726-79.7% | $68,793-83.9% | $64,186-82.7% |
| Participation rate | 88.2% | 68.0%+20.2pp | 72.2%+16.0pp | 69.6%+18.7pp |
| Annual return | -13.36% | -1.62%-11.7pp | -4.63%-8.7pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,491 | $1,846-19.2% | $2,625-43.2% | $2,381-37.4% |
| Participant deferral / active EE | $2,654 | $2,626+1.0% | $3,311-19.9% | $3,470-23.5% |
| Admin fee / account holder | $123 | $4,027-96.9% | $5,131-97.6% | $4,888-97.5% |