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 | $73,246 | $189,613-61.4% | $167,512-56.3% | $142,382-48.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.78% | 2024.68%-2013.9pp | 1615.79%-1605.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $10,515 | $4,349+141.8% | $3,882+170.9% | $4,299+144.6% |
| Participant deferral / active EE | $17,331 | $6,981+148.3% | $6,405+170.6% | $6,507+166.3% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |