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 9-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 | $15,475 | $189,613-91.8% | $167,512-90.8% | $142,382-89.1% |
| Participation rate | 81.0% | 80.1%+0.8pp | 77.1%+3.9pp | 80.1%+0.8pp |
| Annual return | 17.86% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,341 | $4,349-69.2% | $3,882-65.5% | $4,299-68.8% |
| Participant deferral / active EE | $3,342 | $6,981-52.1% | $6,405-47.8% | $6,507-48.6% |
| Admin fee / account holder | $210 | $10,528-98.0% | $9,769-97.9% | $12,624-98.3% |