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 | $11,371 | $49,025-76.8% | $87,507-87.0% | $62,891-81.9% |
| Participation rate | 96.0% | 64.9%+31.1pp | 73.8%+22.2pp | 69.3%+26.7pp |
| Annual return | 4.27% | 10.02%-5.8pp | 12.21%-7.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $442 | $1,372-67.7% | $2,550-82.6% | $2,281-80.6% |
| Participant deferral / active EE | $1,779 | $2,289-22.3% | $3,149-43.5% | $3,203-44.5% |
| Admin fee / account holder | $270 | $4,065-93.4% | $4,221-93.6% | $4,296-93.7% |