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 | $22,195 | $189,613-88.3% | $167,512-86.8% | $142,382-84.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 21.34% | 2024.68%-2003.3pp | 1615.79%-1594.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,301 | $4,349-47.1% | $3,882-40.7% | $4,299-46.5% |
| Participant deferral / active EE | $3,918 | $6,981-43.9% | $6,405-38.8% | $6,507-39.8% |
| Admin fee / account holder | $198 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |