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 10-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 | $22,770 | $80,731-71.8% | $103,374-78.0% | $74,546-69.5% |
| Participation rate | 71.6% | 65.7%+5.9pp | 74.5%-2.9pp | 67.2%+4.4pp |
| Annual return | 5.75% | 27.56%-21.8pp | 24.89%-19.1pp | 1366.03%-1360.3pp |
| Employer contribution / active EE | $9,040 | $3,158+186.3% | $3,869+133.6% | $2,624+244.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |