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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,164 | $189,613+183.8% | $167,512+221.3% | $142,382+278.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,978 | $4,349+37.5% | $3,882+54.0% | $4,299+39.1% |
| Participant deferral / active EE | $18,113 | $6,981+159.5% | $6,405+182.8% | $6,507+178.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |