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 | $37,372 | $189,613-80.3% | $167,512-77.7% | $142,382-73.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,961 | $4,349-8.9% | $3,882+2.0% | $4,299-7.9% |
| Participant deferral / active EE | $4,503 | $6,981-35.5% | $6,405-29.7% | $6,507-30.8% |
| Admin fee / account holder | $184 | $10,528-98.3% | $9,769-98.1% | $12,624-98.5% |