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 | $5,830 | $53,127-89.0% | $86,590-93.3% | $70,131-91.7% |
| Participation rate | 89.5% | 65.3%+24.2pp | 73.5%+15.9pp | 69.5%+19.9pp |
| Annual return | 11.30% | 27.66%-16.4pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $382 | $2,068-81.5% | $2,839-86.5% | $2,342-83.7% |
| Participant deferral / active EE | $1,071 | $2,696-60.3% | $3,609-70.3% | $3,332-67.9% |
| Admin fee / account holder | $87 | $3,585-97.6% | $4,906-98.2% | $4,645-98.1% |