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 | $21,322 | $189,613-88.8% | $167,512-87.3% | $142,382-85.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.86% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,076 | $4,349-52.3% | $3,882-46.5% | $4,299-51.7% |
| Participant deferral / active EE | $3,001 | $6,981-57.0% | $6,405-53.1% | $6,507-53.9% |
| Admin fee / account holder | $126 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |