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 | $832,620 | $189,613+339.1% | $167,512+397.1% | $142,382+484.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.37% | 2024.68%-1999.3pp | 1615.79%-1590.4pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,603 | $4,349+5.8% | $3,882+18.6% | $4,299+7.1% |
| Participant deferral / active EE | $13,107 | $6,981+87.7% | $6,405+104.6% | $6,507+101.4% |
| Admin fee / account holder | $232 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |