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 | $36,209 | $209,336-82.7% | $197,124-81.6% | $137,256-73.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 37.31% | 48.09%-10.8pp | 44.34%-7.0pp | 220.34%-183.0pp |
| Employer contribution / active EE | $9,034 | $6,591+37.1% | $6,227+45.1% | $4,156+117.4% |
| Participant deferral / active EE | $14,394 | $9,614+49.7% | $9,135+57.6% | $6,407+124.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |