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 3-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 | $28,854 | $189,613-84.8% | $167,512-82.8% | $142,382-79.7% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 29.03% | 2024.68%-1995.6pp | 1615.79%-1586.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,480 | $4,349-66.0% | $3,882-61.9% | $4,299-65.6% |
| Participant deferral / active EE | $6,780 | $6,981-2.9% | $6,405+5.9% | $6,507+4.2% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |