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 6-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 | $7,498 | $176,056-95.7% | $159,436-95.3% | $167,490-95.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.44% | 331.75%-324.3pp | 263.57%-256.1pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,064 | $5,297-61.0% | $4,829-57.3% | $4,837-57.3% |
| Participant deferral / active EE | $2,666 | $7,750-65.6% | $7,352-63.7% | $6,341-58.0% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |