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 | $21,221 | $189,613-88.8% | $167,512-87.3% | $142,382-85.1% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 27.29% | 2024.68%-1997.4pp | 1615.79%-1588.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $4,049 | $4,349-6.9% | $3,882+4.3% | $4,299-5.8% |
| Participant deferral / active EE | $5,551 | $6,981-20.5% | $6,405-13.3% | $6,507-14.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |