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 | $5,150 | $39,122-86.8% | $57,179-91.0% | $62,891-91.8% |
| Participation rate | 82.1% | 70.5%+11.6pp | 75.3%+6.8pp | 69.3%+12.8pp |
| Annual return | -0.81% | 9.23%-10.0pp | 14.59%-15.4pp | 20.14%-20.9pp |
| Employer contribution / active EE | $990 | $1,874-47.2% | $2,682-63.1% | $2,281-56.6% |
| Participant deferral / active EE | $1,038 | $2,374-56.3% | $3,096-66.5% | $3,203-67.6% |
| Admin fee / account holder | $208 | $2,592-92.0% | $3,139-93.4% | $4,296-95.2% |