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 4-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 | $96,743 | $189,613-49.0% | $167,512-42.2% | $142,382-32.1% |
| Participation rate | 72.2% | 80.1%-7.9pp | 77.1%-4.8pp | 80.1%-7.9pp |
| Annual return | 22.64% | 2024.68%-2002.0pp | 1615.79%-1593.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,244 | $4,349-2.4% | $3,882+9.3% | $4,299-1.3% |
| Participant deferral / active EE | $9,115 | $6,981+30.6% | $6,405+42.3% | $6,507+40.1% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |