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.
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 | $7,610 | $61,605-87.6% | $112,229-93.2% | $75,163-89.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,238 | $2,015+11.0% | $3,430-34.8% | $2,670-16.2% |
| Participant deferral / active EE | $3,550 | $3,108+14.2% | $4,798-26.0% | $4,125-13.9% |
| Admin fee / account holder | $49 | $4,862-99.0% | $7,748-99.4% | $5,651-99.1% |