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 7-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 | $84,778 | $189,613-55.3% | $167,512-49.4% | $142,382-40.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.29% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,528 | $4,349+4.1% | $3,882+16.6% | $4,299+5.3% |
| Participant deferral / active EE | $7,450 | $6,981+6.7% | $6,405+16.3% | $6,507+14.5% |
| Admin fee / account holder | $255 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |