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 | $17,247 | $124,319-86.1% | $111,297-84.5% | $167,490-89.7% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 2.42% | 37.44%-35.0pp | 54.65%-52.2pp | 478.56%-476.1pp |
| Employer contribution / active EE | $3,630 | $3,435+5.7% | $2,731+32.9% | $4,837-25.0% |
| Participant deferral / active EE | $6,045 | $5,180+16.7% | $4,487+34.7% | $6,341-4.7% |
| Admin fee / account holder | $62 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |