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 | $65,005 | $189,613-65.7% | $167,512-61.2% | $142,382-54.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 21.29% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,323 | $4,349-69.6% | $3,882-65.9% | $4,299-69.2% |
| Participant deferral / active EE | $9,609 | $6,981+37.6% | $6,405+50.0% | $6,507+47.7% |
| Admin fee / account holder | $26 | $10,528-99.8% | $9,769-99.7% | $12,624-99.8% |