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 9-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 | $351,742 | $189,613+85.5% | $167,512+110.0% | $142,382+147.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.47% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $32,706 | $4,349+652.1% | $3,882+742.6% | $4,299+660.8% |
| Participant deferral / active EE | $18,253 | $6,981+161.5% | $6,405+185.0% | $6,507+180.5% |
| Admin fee / account holder | $214 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |