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 3-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 | $19,122 | $189,613-89.9% | $167,512-88.6% | $142,382-86.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.04% | 2024.68%-2006.6pp | 1615.79%-1597.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,423 | $4,349-67.3% | $3,882-63.3% | $4,299-66.9% |
| Participant deferral / active EE | $5,722 | $6,981-18.0% | $6,405-10.7% | $6,507-12.1% |
| Admin fee / account holder | $61 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |