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 | $140,469 | $114,381+22.8% | $107,525+30.6% | $142,382-1.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.89% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,212 | $4,015-44.9% | $3,754-41.1% | $4,299-48.5% |
| Participant deferral / active EE | $13,365 | $5,564+140.2% | $5,116+161.3% | $6,507+105.4% |
| Admin fee / account holder | $133 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |