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 | $100,970-97.8% | $96,576-97.7% | $137,256-98.4% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,035 | $8,286-75.4% | $7,956-74.4% | $6,407-68.2% |
| Admin fee / account holder | $193 | $11,312-98.3% | $11,381-98.3% | $12,270-98.4% |