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 6-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 | $163,755 | $189,613-13.6% | $167,512-2.2% | $142,382+15.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.29% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $17,423 | $4,349+300.6% | $3,882+348.9% | $4,299+305.3% |
| Participant deferral / active EE | $15,775 | $6,981+126.0% | $6,405+146.3% | $6,507+142.4% |
| Admin fee / account holder | $58 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |