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 | $164,920 | $189,613-13.0% | $167,512-1.5% | $142,382+15.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.63% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,338 | $4,349+45.7% | $3,882+63.3% | $4,299+47.4% |
| Participant deferral / active EE | $17,131 | $6,981+145.4% | $6,405+167.5% | $6,507+163.3% |
| Admin fee / account holder | $14 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |