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 | $18,329 | $211,958-91.4% | $169,463-89.2% | $135,375-86.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.96% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,584 | $5,120-30.0% | $4,159-13.8% | $4,779-25.0% |
| Participant deferral / active EE | $4,981 | $6,075-18.0% | $5,277-5.6% | $5,609-11.2% |
| Admin fee / account holder | $104 | $11,471-99.1% | $9,109-98.9% | $10,827-99.0% |