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 6-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 | $12,495 | $176,812-92.9% | $146,665-91.5% | $167,490-92.5% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 7.77% | 24.03%-16.3pp | 22.74%-15.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,252 | $5,160-75.7% | $4,136-69.7% | $4,837-74.1% |
| Participant deferral / active EE | $6,555 | $6,440+1.8% | $5,506+19.0% | $6,341+3.4% |
| Admin fee / account holder | $277 | $13,259-97.9% | $10,280-97.3% | $12,309-97.7% |