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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,198 | $106,584-97.9% | $101,326-97.8% | $142,382-98.5% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,035 | $8,297-75.5% | $7,994-74.5% | $6,507-68.7% |
| Admin fee / account holder | $193 | $11,446-98.3% | $11,185-98.3% | $12,624-98.5% |