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 | $16,447 | $112,729-85.4% | $98,716-83.3% | $137,256-88.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.73% | 38.48%-8.8pp | 31.81%-2.1pp | 220.34%-190.6pp |
| Employer contribution / active EE | $2,298 | $2,725-15.7% | $2,279+0.9% | $4,156-44.7% |
| Participant deferral / active EE | $7,046 | $4,640+51.9% | $4,048+74.1% | $6,407+10.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |