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 | $33,707 | $189,613-82.2% | $167,512-79.9% | $142,382-76.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 21.32% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,933 | $4,349-9.6% | $3,882+1.3% | $4,299-8.5% |
| Participant deferral / active EE | $4,916 | $6,981-29.6% | $6,405-23.2% | $6,507-24.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |