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 | $127,916 | $189,613-32.5% | $167,512-23.6% | $142,382-10.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.08% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,007 | $4,349-7.9% | $3,882+3.2% | $4,299-6.8% |
| Participant deferral / active EE | $13,284 | $6,981+90.3% | $6,405+107.4% | $6,507+104.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |