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 7-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 | $228,093 | $189,613+20.3% | $167,512+36.2% | $142,382+60.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.99% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $13,362 | $4,349+207.3% | $3,882+244.3% | $4,299+210.8% |
| Participant deferral / active EE | $2,205 | $6,981-68.4% | $6,405-65.6% | $6,507-66.1% |
| Admin fee / account holder | $172 | $10,528-98.4% | $9,769-98.2% | $12,624-98.6% |