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 | $218,165 | $189,613+15.1% | $167,512+30.2% | $142,382+53.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 13.64% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,135 | $4,349-27.9% | $3,882-19.2% | $4,299-27.1% |
| Participant deferral / active EE | $10,876 | $6,981+55.8% | $6,405+69.8% | $6,507+67.1% |
| Admin fee / account holder | $38 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |