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 | $6,093 | $34,308-82.2% | $74,701-91.8% | $72,985-91.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 15.65% | 26.58%-10.9pp | 752.92%-737.3pp | 81.00%-65.3pp |
| Employer contribution / active EE | $473 | $692-31.6% | $1,084-56.3% | $2,440-80.6% |
| Participant deferral / active EE | $374 | $1,271-70.6% | $1,964-81.0% | $3,607-89.6% |
| Admin fee / account holder | $261 | $2,124-87.7% | $3,333-92.2% | $5,124-94.9% |