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 9-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 | $17,597 | $147,167-88.0% | $111,392-84.2% | $135,375-87.0% |
| Participation rate | 91.3% | 84.0%+7.3pp | 78.9%+12.4pp | 82.6%+8.7pp |
| Annual return | -11.64% | -4.44%-7.2pp | -2.06%-9.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $3,695 | $5,204-29.0% | $4,328-14.6% | $4,779-22.7% |
| Participant deferral / active EE | $4,748 | $6,565-27.7% | $5,567-14.7% | $5,609-15.3% |
| Admin fee / account holder | $105 | $20,270-99.5% | $12,266-99.1% | $10,827-99.0% |