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 | $42,153 | $189,613-77.8% | $167,512-74.8% | $142,382-70.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.87% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,180 | $4,349-72.9% | $3,882-69.6% | $4,299-72.6% |
| Participant deferral / active EE | $3,292 | $6,981-52.8% | $6,405-48.6% | $6,507-49.4% |
| Admin fee / account holder | $170 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |