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 | $2,980 | $81,248-96.3% | $155,509-98.1% | $80,856-96.3% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 5.80% | 33.31%-27.5pp | 64.67%-58.9pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,140 | $3,100-63.2% | $4,672-75.6% | $2,755-58.6% |
| Participant deferral / active EE | $1,781 | $3,452-48.4% | $5,626-68.3% | $4,296-58.5% |
| Admin fee / account holder | $224 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |