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.
See the 3-year trajectory. $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 | $37,531 | $189,613-80.2% | $167,512-77.6% | $142,382-73.6% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 27.51% | 2024.68%-1997.2pp | 1615.79%-1588.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,577 | $4,349-40.7% | $3,882-33.6% | $4,299-40.1% |
| Participant deferral / active EE | $8,322 | $6,981+19.2% | $6,405+29.9% | $6,507+27.9% |
| Admin fee / account holder | $1 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |