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 | $26,017 | $189,613-86.3% | $167,512-84.5% | $142,382-81.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.75% | 2024.68%-1998.9pp | 1615.79%-1590.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,807 | $4,349-35.5% | $3,882-27.7% | $4,299-34.7% |
| Participant deferral / active EE | $6,646 | $6,981-4.8% | $6,405+3.8% | $6,507+2.1% |
| Admin fee / account holder | $72 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |