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 | $15,550 | $159,901-90.3% | $146,958-89.4% | $145,922-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,043 | $5,286-42.4% | $4,933-38.3% | $4,660-34.7% |
| Participant deferral / active EE | $3,210 | $8,428-61.9% | $8,070-60.2% | $6,688-52.0% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |