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 8-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 | $14,486 | $189,613-92.4% | $167,512-91.4% | $142,382-89.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 15.06% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,896 | $4,349-56.4% | $3,882-51.1% | $4,299-55.9% |
| Participant deferral / active EE | $4,953 | $6,981-29.1% | $6,405-22.7% | $6,507-23.9% |
| Admin fee / account holder | $116 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |