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 3-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 | $5,598 | $68,719-91.9% | $91,541-93.9% | $84,808-93.4% |
| Participation rate | 89.3% | 64.5%+24.8pp | 69.8%+19.5pp | 68.3%+21.0pp |
| Annual return | 10.36% | 19.12%-8.8pp | 20.50%-10.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $701 | $1,920-63.5% | $2,505-72.0% | $2,631-73.4% |
| Participant deferral / active EE | $1,230 | $3,136-60.8% | $4,008-69.3% | $4,212-70.8% |
| Admin fee / account holder | $114 | $5,786-98.0% | $6,956-98.4% | $7,344-98.5% |