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 | $2,912 | $56,060-94.8% | $76,002-96.2% | $80,874-96.4% |
| Participation rate | 93.5% | 62.0%+31.4pp | 69.1%+24.4pp | 67.6%+25.8pp |
| Annual return | 0.00% | 20.54%-20.5pp | 360.07%-360.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,032 | $1,873-44.9% | $2,688-61.6% | $2,756-62.6% |
| Participant deferral / active EE | $1,734 | $3,051-43.2% | $4,257-59.3% | $4,297-59.6% |
| Admin fee / account holder | $253 | $5,237-95.2% | $6,414-96.1% | $6,935-96.4% |