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 | $61,006 | $189,613-67.8% | $167,512-63.6% | $142,382-57.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.99% | 2024.68%-1999.7pp | 1615.79%-1590.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $5,633 | $4,349+29.5% | $3,882+45.1% | $4,299+31.0% |
| Participant deferral / active EE | $8,857 | $6,981+26.9% | $6,405+38.3% | $6,507+36.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |