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 3-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 | $32,505 | $189,613-82.9% | $167,512-80.6% | $142,382-77.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.73% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,252 | $4,349-25.2% | $3,882-16.2% | $4,299-24.4% |
| Participant deferral / active EE | $11,514 | $6,981+64.9% | $6,405+79.8% | $6,507+76.9% |
| Admin fee / account holder | $6 | $10,528-99.9% | $9,769-99.9% | $12,624-100.0% |