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 | $203,960 | $189,613+7.6% | $167,512+21.8% | $142,382+43.2% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 15.46% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,935 | $4,349-32.5% | $3,882-24.4% | $4,299-31.7% |
| Participant deferral / active EE | $11,625 | $6,981+66.5% | $6,405+81.5% | $6,507+78.6% |
| Admin fee / account holder | $110 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |