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 | $26,921 | $189,613-85.8% | $167,512-83.9% | $142,382-81.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.80% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,756 | $4,349-59.6% | $3,882-54.8% | $4,299-59.2% |
| Participant deferral / active EE | $2,689 | $6,981-61.5% | $6,405-58.0% | $6,507-58.7% |
| Admin fee / account holder | $12 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |