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 | $41,100 | $189,613-78.3% | $167,512-75.5% | $142,382-71.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 19.00% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,226 | $4,349-48.8% | $3,882-42.6% | $4,299-48.2% |
| Participant deferral / active EE | $4,917 | $6,981-29.6% | $6,405-23.2% | $6,507-24.4% |
| Admin fee / account holder | $157 | $10,528-98.5% | $9,769-98.4% | $12,624-98.8% |