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 | $6,647 | $43,327-84.7% | $59,878-88.9% | $64,186-89.6% |
| Participation rate | 85.0% | 69.2%+15.8pp | 74.7%+10.3pp | 69.6%+15.4pp |
| Annual return | -12.34% | -1.55%-10.8pp | 3.46%-15.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $437 | $2,028-78.5% | $2,722-83.9% | $2,381-81.6% |
| Participant deferral / active EE | $1,393 | $2,546-45.3% | $3,402-59.1% | $3,470-59.8% |
| Admin fee / account holder | $75 | $3,005-97.5% | $3,590-97.9% | $4,888-98.5% |