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 | $12,142 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,414 | $4,810-49.8% | $4,305-43.9% | $4,299-43.9% |
| Participant deferral / active EE | $5,763 | $6,272-8.1% | $5,540+4.0% | $6,507-11.4% |
| Admin fee / account holder | $68 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |