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 4-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 | $520,243 | $189,613+174.4% | $167,512+210.6% | $142,382+265.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.21% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $50,875 | $4,349+1069.8% | $3,882+1210.7% | $4,299+1083.4% |
| Participant deferral / active EE | $23,500 | $6,981+236.6% | $6,405+266.9% | $6,507+261.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |