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 | $17,327 | $77,813-77.7% | $123,544-86.0% | $64,186-73.0% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.4pp |
| Annual return | -8.20% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,228 | $5,240-38.4% | $6,426-49.8% | $3,470-7.0% |
| Admin fee / account holder | $173 | $5,519-96.9% | $9,284-98.1% | $4,888-96.5% |