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 | $31,974 | $109,413-70.8% | $156,263-79.5% | $84,808-62.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 3.29% | 20.18%-16.9pp | 59.47%-56.2pp | 40.90%-37.6pp |
| Employer contribution / active EE | $7,173 | $2,907+146.8% | $4,333+65.5% | $2,631+172.6% |
| Participant deferral / active EE | $2,202 | $4,590-52.0% | $6,158-64.2% | $4,212-47.7% |
| Admin fee / account holder | $286 | $9,357-96.9% | $14,255-98.0% | $7,344-96.1% |