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 | $265,312 | $189,613+39.9% | $167,512+58.4% | $142,382+86.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.57% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,898 | $4,349-56.4% | $3,882-51.1% | $4,299-55.9% |
| Participant deferral / active EE | $1,300 | $6,981-81.4% | $6,405-79.7% | $6,507-80.0% |
| Admin fee / account holder | $228 | $10,528-97.8% | $9,769-97.7% | $12,624-98.2% |