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 4-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 | $60,632 | $189,613-68.0% | $167,512-63.8% | $142,382-57.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.25% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,595 | $4,349+28.7% | $3,882+44.2% | $4,299+30.2% |
| Participant deferral / active EE | $11,223 | $6,981+60.8% | $6,405+75.2% | $6,507+72.5% |
| Admin fee / account holder | $240 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |