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 3-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 | $24,381 | $189,613-87.1% | $167,512-85.4% | $142,382-82.9% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 18.07% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,342 | $4,349-46.2% | $3,882-39.7% | $4,299-45.5% |
| Participant deferral / active EE | $6,225 | $6,981-10.8% | $6,405-2.8% | $6,507-4.3% |
| Admin fee / account holder | $246 | $10,528-97.7% | $9,769-97.5% | $12,624-98.0% |