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 | $4,461 | $114,381-96.1% | $107,525-95.9% | $142,382-96.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,344 | $4,015-66.5% | $3,754-64.2% | $4,299-68.7% |
| Participant deferral / active EE | $2,941 | $5,564-47.1% | $5,116-42.5% | $6,507-54.8% |
| Admin fee / account holder | $100 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |