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 9-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 | $156,877 | $189,613-17.3% | $167,512-6.3% | $142,382+10.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.07% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,209 | $4,349-3.2% | $3,882+8.4% | $4,299-2.1% |
| Participant deferral / active EE | $9,331 | $6,981+33.7% | $6,405+45.7% | $6,507+43.4% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.8% | $12,624-99.9% |