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 | $50,628 | $189,613-73.3% | $167,512-69.8% | $142,382-64.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.14% | 2024.68%-2004.5pp | 1615.79%-1595.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,375 | $4,349+0.6% | $3,882+12.7% | $4,299+1.8% |
| Participant deferral / active EE | $10,274 | $6,981+47.2% | $6,405+60.4% | $6,507+57.9% |
| Admin fee / account holder | $108 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |