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 | $8,473 | $104,907-91.9% | $84,611-90.0% | $152,861-94.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.55% | 373.79%-370.2pp | 258.74%-255.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,768 | $3,302-16.2% | $2,652+4.4% | $4,762-41.9% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $191 | $6,241-96.9% | $4,912-96.1% | $11,596-98.3% |