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 | $615,264 | $189,613+224.5% | $167,512+267.3% | $142,382+332.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 2024.68%-2004.4pp | 1615.79%-1595.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,278 | $4,349+67.3% | $3,882+87.5% | $4,299+69.3% |
| Participant deferral / active EE | $19,111 | $6,981+173.7% | $6,405+198.4% | $6,507+193.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |