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 | $12,947 | $133,922-90.3% | $116,228-88.9% | $142,382-90.9% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,466 | $3,446-57.5% | $2,994-51.0% | $4,299-65.9% |
| Participant deferral / active EE | $1,963 | $5,672-65.4% | $4,953-60.4% | $6,507-69.8% |
| Admin fee / account holder | $110 | $14,945-99.3% | $11,989-99.1% | $12,624-99.1% |