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 5-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 | $163,491 | $189,613-13.8% | $167,512-2.4% | $142,382+14.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.21% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,408 | $4,349+47.4% | $3,882+65.1% | $4,299+49.1% |
| Participant deferral / active EE | $21,917 | $6,981+213.9% | $6,405+242.2% | $6,507+236.8% |
| Admin fee / account holder | $28 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |