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 | $69,101 | $189,613-63.6% | $167,512-58.7% | $142,382-51.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.91% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,998 | $4,349-31.1% | $3,882-22.8% | $4,299-30.3% |
| Participant deferral / active EE | $9,894 | $6,981+41.7% | $6,405+54.5% | $6,507+52.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |