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 | $13,768 | $67,606-79.6% | $82,313-83.3% | $70,131-80.4% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 4.82% | 21.57%-16.7pp | 25.88%-21.1pp | 73.14%-68.3pp |
| Employer contribution / active EE | $1,132 | $1,755-35.5% | $2,428-53.4% | $2,342-51.7% |
| Participant deferral / active EE | $2,003 | $2,987-33.0% | $3,706-46.0% | $3,332-39.9% |
| Admin fee / account holder | $13 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |