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 | $214,482 | $211,958+1.2% | $169,463+26.6% | $135,375+58.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.95% | 3.26%-0.3pp | 1.83%+1.1pp | 519.73%-516.8pp |
| Employer contribution / active EE | $9,750 | $5,120+90.4% | $4,159+134.4% | $4,779+104.0% |
| Participant deferral / active EE | $11,134 | $6,075+83.3% | $5,277+111.0% | $5,609+98.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |