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 | $3,634 | $117,690-96.9% | $71,735-94.9% | $134,475-97.3% |
| Participation rate | 76.9% | 68.8%+8.1pp | 62.3%+14.6pp | 81.2%-4.3pp |
| Annual return | -24.92% | 25.44%-50.4pp | 9.14%-34.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $761 | $2,525-69.9% | $1,704-55.4% | $4,740-83.9% |
| Participant deferral / active EE | $1,684 | $3,759-55.2% | $2,658-36.6% | $6,400-73.7% |
| Admin fee / account holder | $242 | $6,379-96.2% | $3,974-93.9% | $11,426-97.9% |