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 | $25,734 | $189,613-86.4% | $167,512-84.6% | $142,382-81.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 22.71% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $807 | $4,349-81.4% | $3,882-79.2% | $4,299-81.2% |
| Participant deferral / active EE | $2,729 | $6,981-60.9% | $6,405-57.4% | $6,507-58.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |