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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $244,421 | $171,865+42.2% | $149,718+63.3% | $147,584+65.6% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 21.06% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,479 | $6,275-44.6% | $5,445-36.1% | $4,876-28.6% |
| Participant deferral / active EE | $8,000 | $7,271+10.0% | $6,569+21.8% | $5,439+47.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |