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 3-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 | $11,926 | $189,613-93.7% | $167,512-92.9% | $142,382-91.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 27.96% | 2024.68%-1996.7pp | 1615.79%-1587.8pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,712 | $4,349-60.6% | $3,882-55.9% | $4,299-60.2% |
| Participant deferral / active EE | $2,405 | $6,981-65.5% | $6,405-62.4% | $6,507-63.0% |
| Admin fee / account holder | $9 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |