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 | $32,844 | $189,613-82.7% | $167,512-80.4% | $142,382-76.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 25.24% | 2024.68%-1999.4pp | 1615.79%-1590.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,783 | $4,349-59.0% | $3,882-54.1% | $4,299-58.5% |
| Participant deferral / active EE | $4,485 | $6,981-35.8% | $6,405-30.0% | $6,507-31.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |