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 6-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 | $36,755 | $189,613-80.6% | $167,512-78.1% | $142,382-74.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.34% | 2024.68%-2012.3pp | 1615.79%-1603.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,879 | $4,349-56.8% | $3,882-51.6% | $4,299-56.3% |
| Participant deferral / active EE | $1,879 | $6,981-73.1% | $6,405-70.7% | $6,507-71.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |