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 | $29,470 | $181,894-83.8% | $156,549-81.2% | $273,961-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.40% | 30.74%-28.3pp | 32.23%-29.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,492 | $6,248-76.1% | $5,501-72.9% | $4,869-69.4% |
| Participant deferral / active EE | $5,258 | $5,550-5.3% | $4,871+7.9% | $5,287-0.6% |
| Admin fee / account holder | $286 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |