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 | $15,442 | $50,958-69.7% | $74,550-79.3% | $64,186-75.9% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.1%+1.9pp | 69.6%+1.5pp |
| Annual return | -9.08% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,807 | $1,115+62.0% | $1,961-7.9% | $2,381-24.1% |
| Participant deferral / active EE | $2,621 | $2,301+13.9% | $3,108-15.7% | $3,470-24.5% |
| Admin fee / account holder | $169 | $4,223-96.0% | $5,060-96.7% | $4,888-96.5% |