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 | $165,646 | $189,613-12.6% | $167,512-1.1% | $142,382+16.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.49% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,731 | $4,349+54.8% | $3,882+73.4% | $4,299+56.6% |
| Participant deferral / active EE | $12,159 | $6,981+74.2% | $6,405+89.8% | $6,507+86.9% |
| Admin fee / account holder | $69 | $10,528-99.3% | $9,769-99.3% | $12,624-99.5% |