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 | $87,166-19.8% | $76,735-8.9% | $137,256-49.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11665.17% | 26.50%+11638.7pp | 29.77%+11635.4pp | 220.34%+11444.8pp |
| Employer contribution / active EE | $1,663 | $2,904-42.8% | $2,454-32.3% | $4,156-60.0% |
| Participant deferral / active EE | $2,857 | $4,726-39.5% | $4,088-30.1% | $6,407-55.4% |
| Admin fee / account holder | $250 | $8,403-97.0% | $7,189-96.5% | $12,270-98.0% |