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 | $4,558 | $77,634-94.1% | $156,549-97.1% | $62,891-92.8% |
| Participation rate | 76.9% | 71.2%+5.7pp | 84.0%-7.1pp | 69.3%+7.6pp |
| Annual return | 2.51% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $919 | $3,444-73.3% | $5,501-83.3% | $2,281-59.7% |
| Participant deferral / active EE | $1,342 | $3,045-55.9% | $4,871-72.4% | $3,203-58.1% |
| Admin fee / account holder | $173 | $5,561-96.9% | $13,027-98.7% | $4,296-96.0% |