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.
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 | $237,428 | $150,440+57.8% | $136,294+74.2% | $147,584+60.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 24.95% | 1049.08%-1024.1pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $4,900 | $5,256-6.8% | $4,695+4.4% | $4,876+0.5% |
| Participant deferral / active EE | $10,140 | $6,630+52.9% | $6,247+62.3% | $5,439+86.4% |
| Admin fee / account holder | $153 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |