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 | $14,188 | $189,613-92.5% | $167,512-91.5% | $142,382-90.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.33% | 2024.68%-2001.3pp | 1615.79%-1592.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,078 | $4,349-75.2% | $3,882-72.2% | $4,299-74.9% |
| Participant deferral / active EE | $2,135 | $6,981-69.4% | $6,405-66.7% | $6,507-67.2% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |