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 10-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 | $63,206 | $189,613-66.7% | $167,512-62.3% | $142,382-55.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 36.64% | 2024.68%-1988.0pp | 1615.79%-1579.2pp | 217.08%-180.4pp |
| Employer contribution / active EE | $1,618 | $4,349-62.8% | $3,882-58.3% | $4,299-62.4% |
| Participant deferral / active EE | $3,121 | $6,981-55.3% | $6,405-51.3% | $6,507-52.0% |
| Admin fee / account holder | $216 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |