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 9-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 | $120,763 | $189,613-36.3% | $167,512-27.9% | $142,382-15.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.20% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,405 | $4,349+1.3% | $3,882+13.5% | $4,299+2.5% |
| Participant deferral / active EE | $9,959 | $6,981+42.7% | $6,405+55.5% | $6,507+53.0% |
| Admin fee / account holder | $101 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |