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 5-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 | $3,131 | $111,724-97.2% | $93,606-96.7% | $145,922-97.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 4.61% | 202.98%-198.4pp | 133.20%-128.6pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,117 | $3,090-63.9% | $2,420-53.9% | $4,660-76.0% |
| Participant deferral / active EE | $1,409 | $4,912-71.3% | $4,411-68.1% | $6,688-78.9% |
| Admin fee / account holder | $283 | $10,250-97.2% | $8,285-96.6% | $13,397-97.9% |