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 | $475,251 | $189,613+150.6% | $167,512+183.7% | $142,382+233.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 14.43% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,138 | $4,349+64.1% | $3,882+83.9% | $4,299+66.0% |
| Participant deferral / active EE | $15,983 | $6,981+128.9% | $6,405+149.6% | $6,507+145.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |