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 | $6,886 | $76,785-91.0% | $56,441-87.8% | $145,959-95.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.32% | 3000.51%-2980.2pp | 1704.21%-1683.9pp | 561.95%-541.6pp |
| Employer contribution / active EE | $1,997 | $1,381+44.6% | $1,039+92.1% | $4,661-57.2% |
| Participant deferral / active EE | $2,914 | $2,624+11.1% | $1,953+49.2% | $6,689-56.4% |
| Admin fee / account holder | $46 | $3,334-98.6% | $2,829-98.4% | $13,398-99.7% |