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 | $68,675 | $109,413-37.2% | $156,263-56.1% | $84,808-19.0% |
| Participation rate | 87.2% | 72.7%+14.5pp | 78.9%+8.3pp | 68.3%+18.9pp |
| Annual return | 0.00% | 20.18%-20.2pp | 59.47%-59.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $5,366 | $2,907+84.6% | $4,333+23.8% | $2,631+103.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $31 | $9,357-99.7% | $14,255-99.8% | $7,344-99.6% |