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 | $16,600 | $189,613-91.2% | $167,512-90.1% | $142,382-88.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.38% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,329 | $4,349-69.4% | $3,882-65.8% | $4,299-69.1% |
| Participant deferral / active EE | $1,699 | $6,981-75.7% | $6,405-73.5% | $6,507-73.9% |
| Admin fee / account holder | $77 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |