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 10-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 | $22,068 | $189,613-88.4% | $167,512-86.8% | $142,382-84.5% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 16.85% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,044 | $4,349-76.0% | $3,882-73.1% | $4,299-75.7% |
| Participant deferral / active EE | $4,482 | $6,981-35.8% | $6,405-30.0% | $6,507-31.1% |
| Admin fee / account holder | $76 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |