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 | $93,737 | $189,613-50.6% | $167,512-44.0% | $142,382-34.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.52% | 2024.68%-2002.2pp | 1615.79%-1593.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,705 | $4,349-37.8% | $3,882-30.3% | $4,299-37.1% |
| Participant deferral / active EE | $9,767 | $6,981+39.9% | $6,405+52.5% | $6,507+50.1% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |