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 | $21,040 | $81,446-74.2% | $103,374-79.6% | $80,874-74.0% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 9.67% | 25.57%-15.9pp | 24.89%-15.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,277 | $3,107-58.9% | $3,869-67.0% | $2,756-53.7% |
| Participant deferral / active EE | $2,521 | $3,870-34.9% | $5,058-50.2% | $4,297-41.3% |
| Admin fee / account holder | $233 | $6,715-96.5% | $8,394-97.2% | $6,935-96.6% |