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 | $21,082 | $176,812-88.1% | $146,665-85.6% | $167,490-87.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.02% | 24.03%-20.0pp | 22.74%-18.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $4,924 | $5,160-4.6% | $4,136+19.0% | $4,837+1.8% |
| Participant deferral / active EE | $3,983 | $6,440-38.1% | $5,506-27.7% | $6,341-37.2% |
| Admin fee / account holder | $14 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |