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 | $7,881 | $111,535-92.9% | $105,223-92.5% | $137,256-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,099 | $3,939-46.7% | $3,689-43.1% | $4,156-49.5% |
| Participant deferral / active EE | $5,711 | $5,500+3.8% | $5,072+12.6% | $6,407-10.9% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |