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 | $6,772 | $159,901-95.8% | $146,958-95.4% | $145,922-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 52.22% | 98.13%-45.9pp | 418.34%-366.1pp | 561.29%-509.1pp |
| Employer contribution / active EE | $2,454 | $5,286-53.6% | $4,933-50.3% | $4,660-47.3% |
| Participant deferral / active EE | $4,137 | $8,428-50.9% | $8,070-48.7% | $6,688-38.1% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |