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 | $200,437 | $189,613+5.7% | $167,512+19.7% | $142,382+40.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.84% | 2024.68%-2006.8pp | 1615.79%-1598.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $27,909 | $4,349+541.7% | $3,882+619.0% | $4,299+549.2% |
| Participant deferral / active EE | $17,625 | $6,981+152.5% | $6,405+175.2% | $6,507+170.9% |
| Admin fee / account holder | $50 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |