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 | $58,318 | $189,613-69.2% | $167,512-65.2% | $142,382-59.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.52% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,638 | $4,349-39.3% | $3,882-32.0% | $4,299-38.6% |
| Participant deferral / active EE | $3,789 | $6,981-45.7% | $6,405-40.8% | $6,507-41.8% |
| Admin fee / account holder | $53 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |