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 | $10,963 | $53,127-79.4% | $86,590-87.3% | $70,131-84.4% |
| Participation rate | 86.7% | 65.3%+21.4pp | 73.5%+13.1pp | 69.5%+17.1pp |
| Annual return | 12.14% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $266 | $2,068-87.2% | $2,839-90.6% | $2,342-88.7% |
| Participant deferral / active EE | $1,379 | $2,696-48.8% | $3,609-61.8% | $3,332-58.6% |
| Admin fee / account holder | $12 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |