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 | $104,069 | $189,613-45.1% | $167,512-37.9% | $142,382-26.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 21.42% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $9,750 | $4,349+124.2% | $3,882+151.2% | $4,299+126.8% |
| Participant deferral / active EE | $10,350 | $6,981+48.3% | $6,405+61.6% | $6,507+59.1% |
| Admin fee / account holder | $90 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |