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 | $33,766 | $189,613-82.2% | $167,512-79.8% | $142,382-76.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.93% | 2024.68%-1999.8pp | 1615.79%-1590.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,202 | $4,349-49.4% | $3,882-43.3% | $4,299-48.8% |
| Participant deferral / active EE | $5,746 | $6,981-17.7% | $6,405-10.3% | $6,507-11.7% |
| Admin fee / account holder | $116 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |