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 | $11,137 | $77,813-85.7% | $123,544-91.0% | $64,186-82.6% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -10.40% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,803 | $3,014-40.2% | $4,628-61.0% | $2,381-24.3% |
| Participant deferral / active EE | $4,159 | $5,240-20.6% | $6,426-35.3% | $3,470+19.9% |
| Admin fee / account holder | $71 | $5,519-98.7% | $9,284-99.2% | $4,888-98.6% |