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 4-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 | $16,949 | $189,613-91.1% | $167,512-89.9% | $142,382-88.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 21.65% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,403 | $4,349-67.7% | $3,882-63.8% | $4,299-67.4% |
| Participant deferral / active EE | $2,329 | $6,981-66.6% | $6,405-63.6% | $6,507-64.2% |
| Admin fee / account holder | $199 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |