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 6-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 | $126,333 | $189,613-33.4% | $167,512-24.6% | $142,382-11.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.07% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,551 | $4,349+4.7% | $3,882+17.3% | $4,299+5.9% |
| Participant deferral / active EE | $10,077 | $6,981+44.3% | $6,405+57.3% | $6,507+54.9% |
| Admin fee / account holder | $233 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |