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 | $55,870 | $189,613-70.5% | $167,512-66.6% | $142,382-60.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.02% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,774 | $4,349-59.2% | $3,882-54.3% | $4,299-58.7% |
| Participant deferral / active EE | $5,245 | $6,981-24.9% | $6,405-18.1% | $6,507-19.4% |
| Admin fee / account holder | $296 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |