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 | $6,127 | $45,035-86.4% | $62,995-90.3% | $70,131-91.3% |
| Participation rate | 81.7% | 69.5%+12.2pp | 74.8%+6.9pp | 69.5%+12.1pp |
| Annual return | 7.67% | 18.76%-11.1pp | 87.57%-79.9pp | 73.14%-65.5pp |
| Employer contribution / active EE | $999 | $2,051-51.3% | $2,759-63.8% | $2,342-57.3% |
| Participant deferral / active EE | $1,215 | $2,465-50.7% | $3,329-63.5% | $3,332-63.5% |
| Admin fee / account holder | $75 | $2,834-97.4% | $3,600-97.9% | $4,645-98.4% |