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 9-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 | $79,561 | $189,613-58.0% | $167,512-52.5% | $142,382-44.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 20.01% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,671 | $4,349-61.6% | $3,882-57.0% | $4,299-61.1% |
| Participant deferral / active EE | $10,272 | $6,981+47.1% | $6,405+60.4% | $6,507+57.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |