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 | $596,207 | $189,613+214.4% | $167,512+255.9% | $142,382+318.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 16.19% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $511 | $4,349-88.2% | $3,882-86.8% | $4,299-88.1% |
| Participant deferral / active EE | $20,333 | $6,981+191.3% | $6,405+217.5% | $6,507+212.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |