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 7-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 | $63,606 | $189,613-66.5% | $167,512-62.0% | $142,382-55.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.92% | 2024.68%-1997.8pp | 1615.79%-1588.9pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,355 | $4,349-45.9% | $3,882-39.3% | $4,299-45.2% |
| Participant deferral / active EE | $18,575 | $6,981+166.1% | $6,405+190.0% | $6,507+185.4% |
| Admin fee / account holder | $220 | $10,528-97.9% | $9,769-97.7% | $12,624-98.3% |