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 | $7,903 | $57,016-86.1% | $84,966-90.7% | $80,856-90.2% |
| Participation rate | 90.0% | 56.3%+33.7pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 9.95% | 21.66%-11.7pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,350 | $1,798-24.9% | $2,727-50.5% | $2,755-51.0% |
| Participant deferral / active EE | $1,715 | $3,110-44.9% | $4,519-62.1% | $4,296-60.1% |
| Admin fee / account holder | $295 | $4,980-94.1% | $6,149-95.2% | $6,918-95.7% |