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 | $32,618 | $189,613-82.8% | $167,512-80.5% | $142,382-77.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.88% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,124 | $4,349+17.8% | $3,882+32.0% | $4,299+19.2% |
| Participant deferral / active EE | $10,801 | $6,981+54.7% | $6,405+68.6% | $6,507+66.0% |
| Admin fee / account holder | $252 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |