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 | $3,244 | $56,484-94.3% | $169,463-98.1% | $64,186-94.9% |
| Participation rate | 90.6% | 64.5%+26.0pp | 77.8%+12.8pp | 69.6%+21.0pp |
| Annual return | -8.54% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $794 | $1,832-56.7% | $4,159-80.9% | $2,381-66.7% |
| Participant deferral / active EE | $1,331 | $3,448-61.4% | $5,277-74.8% | $3,470-61.6% |
| Admin fee / account holder | $48 | $4,174-98.9% | $9,109-99.5% | $4,888-99.0% |