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 | $21,149 | $189,613-88.8% | $167,512-87.4% | $142,382-85.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.91% | 2024.68%-1999.8pp | 1615.79%-1590.9pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,190 | $4,349-72.6% | $3,882-69.3% | $4,299-72.3% |
| Participant deferral / active EE | $11,635 | $6,981+66.7% | $6,405+81.7% | $6,507+78.8% |
| Admin fee / account holder | $12 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |