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 | $300,818 | $189,613+58.6% | $167,512+79.6% | $142,382+111.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.20% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,369 | $4,349+23.4% | $3,882+38.3% | $4,299+24.9% |
| Participant deferral / active EE | $4,625 | $6,981-33.8% | $6,405-27.8% | $6,507-28.9% |
| Admin fee / account holder | $24 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |