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 | $164,933 | $189,613-13.0% | $167,512-1.5% | $142,382+15.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 15.58% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,960 | $4,349+106.0% | $3,882+130.8% | $4,299+108.4% |
| Participant deferral / active EE | $14,114 | $6,981+102.2% | $6,405+120.4% | $6,507+116.9% |
| Admin fee / account holder | $291 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |