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 7-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 | $438,434 | $189,613+131.2% | $167,512+161.7% | $142,382+207.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.24% | 2024.68%-2011.4pp | 1615.79%-1602.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,474 | $4,349-20.1% | $3,882-10.5% | $4,299-19.2% |
| Participant deferral / active EE | $16,125 | $6,981+131.0% | $6,405+151.8% | $6,507+147.8% |
| Admin fee / account holder | $108 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |