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 8-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 | $5,760 | $53,596-89.3% | $90,645-93.6% | $64,186-91.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -9.50% | 4.41%-13.9pp | 1.88%-11.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,867 | $1,503+157.3% | $2,532+52.7% | $2,381+62.4% |
| Participant deferral / active EE | $936 | $2,459-61.9% | $3,425-72.7% | $3,470-73.0% |
| Admin fee / account holder | $41 | $3,868-98.9% | $4,994-99.2% | $4,888-99.2% |