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 | $78,847 | $189,613-58.4% | $167,512-52.9% | $142,382-44.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.04% | 2024.68%-2009.6pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,031 | $4,349-30.3% | $3,882-21.9% | $4,299-29.5% |
| Participant deferral / active EE | $5,079 | $6,981-27.2% | $6,405-20.7% | $6,507-21.9% |
| Admin fee / account holder | $240 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |