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 | $5,790 | $124,281-95.3% | $109,143-94.7% | $167,490-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.37% | 26.04%-17.7pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $935 | $4,207-77.8% | $3,722-74.9% | $4,837-80.7% |
| Participant deferral / active EE | $1,767 | $5,255-66.4% | $4,653-62.0% | $6,341-72.1% |
| Admin fee / account holder | $148 | $7,970-98.1% | $6,752-97.8% | $12,309-98.8% |