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 | $14,039 | $70,002-79.9% | $115,037-87.8% | $52,331-73.2% |
| Participation rate | 94.2% | 72.1%+22.1pp | 81.4%+12.9pp | 68.1%+26.1pp |
| Annual return | -1.90% | 4.04%-5.9pp | 26.14%-28.0pp | 4.54%-6.4pp |
| Employer contribution / active EE | $2,765 | $2,715+1.8% | $4,608-40.0% | $1,882+46.9% |
| Participant deferral / active EE | $3,942 | $4,920-19.9% | $6,026-34.6% | $3,022+30.4% |
| Admin fee / account holder | $90 | $566-84.1% | $8,175-98.9% | $592-84.8% |