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 | $29,630 | $189,613-84.4% | $167,512-82.3% | $142,382-79.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.31% | 2024.68%-1997.4pp | 1615.79%-1588.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $5,074 | $4,349+16.7% | $3,882+30.7% | $4,299+18.0% |
| Participant deferral / active EE | $8,684 | $6,981+24.4% | $6,405+35.6% | $6,507+33.5% |
| Admin fee / account holder | $192 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |