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 | $58,905 | $214,378-72.5% | $200,582-70.6% | $142,382-58.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.35% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,046 | $6,841-55.5% | $6,419-52.5% | $4,299-29.1% |
| Participant deferral / active EE | $13,997 | $9,865+41.9% | $9,331+50.0% | $6,507+115.1% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |