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 5-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 | $32,570 | $189,613-82.8% | $167,512-80.6% | $142,382-77.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 20.70% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,555 | $4,349-41.3% | $3,882-34.2% | $4,299-40.6% |
| Participant deferral / active EE | $3,018 | $6,981-56.8% | $6,405-52.9% | $6,507-53.6% |
| Admin fee / account holder | $183 | $10,528-98.3% | $9,769-98.1% | $12,624-98.6% |