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 | $4,730 | $64,480-92.7% | $81,382-94.2% | $80,856-94.1% |
| Participation rate | 73.3% | 63.9%+9.5pp | 69.5%+3.8pp | 67.6%+5.7pp |
| Annual return | 9.15% | 16.34%-7.2pp | 24.73%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $798 | $1,978-59.7% | $2,463-67.6% | $2,755-71.0% |
| Participant deferral / active EE | $1,136 | $3,094-63.3% | $3,883-70.7% | $4,296-73.6% |
| Admin fee / account holder | $189 | $5,671-96.7% | $5,768-96.7% | $6,918-97.3% |