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 | $55,861 | $189,613-70.5% | $167,512-66.7% | $142,382-60.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.42% | 2024.68%-1999.3pp | 1615.79%-1590.4pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,490 | $4,349-19.8% | $3,882-10.1% | $4,299-18.8% |
| Participant deferral / active EE | $4,896 | $6,981-29.9% | $6,405-23.6% | $6,507-24.8% |
| Admin fee / account holder | $140 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |