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 | $110,927 | $189,613-41.5% | $167,512-33.8% | $142,382-22.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.15% | 2024.68%-2002.5pp | 1615.79%-1593.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,700 | $4,349+31.1% | $3,882+46.8% | $4,299+32.6% |
| Participant deferral / active EE | $13,810 | $6,981+97.8% | $6,405+115.6% | $6,507+112.2% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |