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 | $69,875 | $95,266-26.7% | $82,389-15.2% | $142,382-50.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11665.17% | 25.74%+11639.4pp | 28.67%+11636.5pp | 217.08%+11448.1pp |
| Employer contribution / active EE | $1,663 | $2,991-44.4% | $2,517-34.0% | $4,299-61.3% |
| Participant deferral / active EE | $2,857 | $4,809-40.6% | $4,155-31.2% | $6,507-56.1% |
| Admin fee / account holder | $250 | $8,563-97.1% | $7,231-96.5% | $12,624-98.0% |