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 | $23,821 | $81,208-70.7% | $98,907-75.9% | $79,858-70.2% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 4.41% | 60.99%-56.6pp | 196.43%-192.0pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,075 | $1,960-45.1% | $2,689-60.0% | $2,471-56.5% |
| Participant deferral / active EE | $2,531 | $3,265-22.5% | $4,244-40.4% | $3,740-32.3% |
| Admin fee / account holder | $100 | $6,013-98.3% | $6,642-98.5% | $5,306-98.1% |