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 | $837 | $80,812-99.0% | $160,784-99.5% | $82,448-99.0% |
| Participation rate | 86.0% | 66.2%+19.7pp | 77.0%+9.0pp | 68.1%+17.9pp |
| Annual return | 74.31% | 100.59%-26.3pp | 1803.92%-1729.6pp | 41.64%+32.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $820 | $4,335-81.1% | $6,293-87.0% | $4,139-80.2% |
| Admin fee / account holder | $193 | $7,695-97.5% | $9,717-98.0% | $7,234-97.3% |