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 | $10,153 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 62.57% | 69.37%-6.8pp | 62.79%-0.2pp | 220.34%-157.8pp |
| Employer contribution / active EE | $2,708 | $4,636-41.6% | $4,154-34.8% | $4,156-34.8% |
| Participant deferral / active EE | $3,587 | $6,166-41.8% | $5,453-34.2% | $6,407-44.0% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |