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 8-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 | $10,403 | $107,334-90.3% | $92,893-88.8% | $152,861-93.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.22% | 145.58%-135.4pp | 109.41%-99.2pp | 345.32%-335.1pp |
| Employer contribution / active EE | $6,506 | $4,221+54.1% | $3,653+78.1% | $4,762+36.6% |
| Participant deferral / active EE | $1,627 | $4,845-66.4% | $4,236-61.6% | $5,850-72.2% |
| Admin fee / account holder | $83 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |