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 | $17,119 | $63,346-73.0% | $92,233-81.4% | $70,131-75.6% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 13.96% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $3,774 | $2,471+52.7% | $3,679+2.6% | $2,342+61.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $173 | $3,840-95.5% | $5,194-96.7% | $4,645-96.3% |