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 | $11,427 | $64,348-82.2% | $90,160-87.3% | $70,131-83.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 10.90% | 28.13%-17.2pp | 34.88%-24.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $726 | $2,046-64.5% | $3,318-78.1% | $2,342-69.0% |
| Participant deferral / active EE | $3,960 | $4,389-9.8% | $5,288-25.1% | $3,332+18.9% |
| Admin fee / account holder | $97 | $3,944-97.5% | $5,943-98.4% | $4,645-97.9% |