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 | $31,775 | $154,117-79.4% | $129,995-75.6% | $139,434-77.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 21.92% | 32.48%-10.6pp | -137.18%+159.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,074 | $5,289-60.8% | $4,320-52.0% | $4,751-56.4% |
| Participant deferral / active EE | $9,715 | $6,710+44.8% | $5,820+66.9% | $6,710+44.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |