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 9-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 | $11,690 | $58,577-80.0% | $83,333-86.0% | $64,186-81.8% |
| Participation rate | 72.0% | 72.0%0pp | 77.8%-5.8pp | 69.6%+2.4pp |
| Annual return | -8.39% | 9.65%-18.0pp | 10.63%-19.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,252 | $2,098-40.3% | $3,379-62.9% | $2,381-47.4% |
| Participant deferral / active EE | $2,717 | $4,654-41.6% | $5,565-51.2% | $3,470-21.7% |
| Admin fee / account holder | $105 | $9,275-98.9% | $7,510-98.6% | $4,888-97.9% |