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 | $3,609 | $80,717-95.5% | $154,803-97.7% | $84,808-95.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,367 | $2,761-14.3% | $4,305-45.0% | $2,631-10.0% |
| Participant deferral / active EE | $1,480 | $3,303-55.2% | $5,540-73.3% | $4,212-64.9% |
| Admin fee / account holder | $80 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |