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 | $32,579 | $189,613-82.8% | $167,512-80.6% | $142,382-77.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.98% | 2024.68%-2000.7pp | 1615.79%-1591.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,303 | $4,349-47.0% | $3,882-40.7% | $4,299-46.4% |
| Participant deferral / active EE | $5,374 | $6,981-23.0% | $6,405-16.1% | $6,507-17.4% |
| Admin fee / account holder | $10 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |