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 5-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 | $26,569 | $189,613-86.0% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.19% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,666 | $4,349-61.7% | $3,882-57.1% | $4,299-61.2% |
| Participant deferral / active EE | $5,553 | $6,981-20.5% | $6,405-13.3% | $6,507-14.7% |
| Admin fee / account holder | $216 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |