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 7-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 | $15,500 | $189,613-91.8% | $167,512-90.7% | $142,382-89.1% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 22.68% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,169 | $4,349-73.1% | $3,882-69.9% | $4,299-72.8% |
| Participant deferral / active EE | $2,121 | $6,981-69.6% | $6,405-66.9% | $6,507-67.4% |
| Admin fee / account holder | $57 | $10,528-99.5% | $9,769-99.4% | $12,624-99.5% |