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 7-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 | $14,207 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 4.97% | 166.71%-161.7pp | 134.42%-129.4pp | 372.94%-368.0pp |
| Employer contribution / active EE | $1,146 | $5,474-79.1% | $4,818-76.2% | $4,751-75.9% |
| Participant deferral / active EE | $1,972 | $6,519-69.8% | $5,680-65.3% | $6,710-70.6% |
| Admin fee / account holder | $52 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |