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 | $23,052 | $179,726-87.2% | $156,263-85.2% | $142,382-83.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 137.59% | 77.86%+59.7pp | 59.47%+78.1pp | 217.08%-79.5pp |
| Employer contribution / active EE | $2,491 | $5,069-50.9% | $4,333-42.5% | $4,299-42.1% |
| Participant deferral / active EE | $4,856 | $6,956-30.2% | $6,158-21.2% | $6,507-25.4% |
| Admin fee / account holder | $297 | $17,272-98.3% | $14,255-97.9% | $12,624-97.6% |