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 4-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 | $61,554 | $189,613-67.5% | $167,512-63.3% | $142,382-56.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.55% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,120 | $4,349-51.2% | $3,882-45.4% | $4,299-50.7% |
| Participant deferral / active EE | $7,579 | $6,981+8.6% | $6,405+18.3% | $6,507+16.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |