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 | $15,129 | $61,605-75.4% | $112,229-86.5% | $75,163-79.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 1.78% | 28.47%-26.7pp | 30.20%-28.4pp | 160.62%-158.8pp |
| Employer contribution / active EE | $2,345 | $2,015+16.4% | $3,430-31.6% | $2,670-12.2% |
| Participant deferral / active EE | $1,217 | $3,108-60.8% | $4,798-74.6% | $4,125-70.5% |
| Admin fee / account holder | $77 | $4,862-98.4% | $7,748-99.0% | $5,651-98.6% |