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 5-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 | $43,726 | $189,613-76.9% | $167,512-73.9% | $142,382-69.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.61% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,540 | $4,349-64.6% | $3,882-60.3% | $4,299-64.2% |
| Participant deferral / active EE | $6,800 | $6,981-2.6% | $6,405+6.2% | $6,507+4.5% |
| Admin fee / account holder | $159 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |