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 | $27,862 | $106,355-73.8% | $237,244-88.3% | $116,875-76.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 8.48% | 17.03%-8.6pp | 4131.29%-4122.8pp | 16.29%-7.8pp |
| Employer contribution / active EE | $1,216 | $1,595-23.8% | $4,351-72.0% | $3,288-63.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $247 | $11,423-97.8% | $18,030-98.6% | $12,263-98.0% |