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 9-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 | $4,954 | $60,795-91.9% | $69,455-92.9% | $65,185-92.4% |
| Participation rate | 97.2% | 74.9%+22.4pp | 74.6%+22.6pp | 70.2%+27.0pp |
| Annual return | 0.10% | 17.46%-17.4pp | 28.97%-28.9pp | 29.38%-29.3pp |
| Employer contribution / active EE | $1,518 | $2,452-38.1% | $2,779-45.4% | $2,177-30.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $34 | $314-89.3% | $3,839-99.1% | $847-96.0% |