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 8-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 | $26,442 | $202,318-86.9% | $172,739-84.7% | $152,861-82.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.81% | 1029.65%-1017.8pp | 802.84%-791.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $11,693 | $5,856+99.7% | $5,143+127.4% | $4,762+145.5% |
| Participant deferral / active EE | $8,342 | $5,948+40.2% | $5,198+60.5% | $5,850+42.6% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |