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 | $22,429 | $149,679-85.0% | $117,039-80.8% | $147,584-84.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.84% | 19.31%-11.5pp | 18.95%-11.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,849 | $4,937-42.3% | $3,785-24.7% | $4,876-41.6% |
| Participant deferral / active EE | $2,720 | $4,912-44.6% | $3,929-30.8% | $5,439-50.0% |
| Admin fee / account holder | $39 | $7,856-99.5% | $5,974-99.4% | $10,885-99.6% |