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 9-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 | $22,573 | $209,411-89.2% | $178,490-87.4% | $158,922-85.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.11% | 188.75%-184.6pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $4,166 | $5,706-27.0% | $5,011-16.9% | $4,761-12.5% |
| Participant deferral / active EE | $5,504 | $5,954-7.6% | $5,202+5.8% | $5,982-8.0% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |