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 10-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 | $232,404 | $189,613+22.6% | $167,512+38.7% | $142,382+63.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.26% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,818 | $4,349+56.8% | $3,882+75.7% | $4,299+58.6% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |