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 | $12,100 | $189,613-93.6% | $167,512-92.8% | $142,382-91.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.66% | 2024.68%-1997.0pp | 1615.79%-1588.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,400 | $4,349-67.8% | $3,882-63.9% | $4,299-67.4% |
| Participant deferral / active EE | $4,400 | $6,981-37.0% | $6,405-31.3% | $6,507-32.4% |
| Admin fee / account holder | $24 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |