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 9-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 | $34,877 | $189,613-81.6% | $167,512-79.2% | $142,382-75.5% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 19.91% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,404 | $4,349-44.7% | $3,882-38.1% | $4,299-44.1% |
| Participant deferral / active EE | $2,944 | $6,981-57.8% | $6,405-54.0% | $6,507-54.8% |
| Admin fee / account holder | $144 | $10,528-98.6% | $9,769-98.5% | $12,624-98.9% |