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 | $175,955 | $189,613-7.2% | $167,512+5.0% | $142,382+23.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.60% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $23,500 | $4,349+440.4% | $3,882+505.4% | $4,299+446.6% |
| Participant deferral / active EE | $23,500 | $6,981+236.6% | $6,405+266.9% | $6,507+261.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |