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 | $17,552 | $52,903-66.8% | $73,307-76.1% | $59,632-70.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -4.46% | 12.20%-16.7pp | 5.67%-10.1pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $3,765 | $1,909+97.3% | $3,237+16.3% | $2,203+70.9% |
| Participant deferral / active EE | $3,999 | $4,069-1.7% | $4,991-19.9% | $3,192+25.3% |
| Admin fee / account holder | $78 | $3,834-98.0% | $5,637-98.6% | $4,297-98.2% |