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 4-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 | $12,712 | $150,197-91.5% | $120,368-89.4% | $145,959-91.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.63% | 154.26%-147.6pp | 107.26%-100.6pp | 561.95%-555.3pp |
| Employer contribution / active EE | $3,286 | $4,350-24.5% | $3,465-5.1% | $4,661-29.5% |
| Participant deferral / active EE | $2,850 | $6,174-53.8% | $4,991-42.9% | $6,689-57.4% |
| Admin fee / account holder | $184 | $12,216-98.5% | $9,429-98.0% | $13,398-98.6% |