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.
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 | $65,557 | $87,540-25.1% | $75,781-13.5% | $125,391-47.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.50% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $6,002 | $3,930+52.7% | $3,323+80.6% | $4,866+23.3% |
| Participant deferral / active EE | $9,930 | $4,229+134.8% | $3,651+172.0% | $5,352+85.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |