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 | $25,672 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 44.56% | 2024.68%-1980.1pp | 1615.79%-1571.2pp | 217.08%-172.5pp |
| Employer contribution / active EE | $4,096 | $4,349-5.8% | $3,882+5.5% | $4,299-4.7% |
| Participant deferral / active EE | $5,028 | $6,981-28.0% | $6,405-21.5% | $6,507-22.7% |
| Admin fee / account holder | $253 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |