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 | $31,487 | $198,466-84.1% | $170,442-81.5% | $147,584-78.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.80% | 257.29%-259.1pp | 205.93%-207.7pp | 578.55%-580.4pp |
| Employer contribution / active EE | $7,771 | $6,184+25.7% | $5,433+43.0% | $4,876+59.4% |
| Participant deferral / active EE | $4,393 | $5,629-22.0% | $4,939-11.1% | $5,439-19.2% |
| Admin fee / account holder | $66 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |