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.
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 | $762,270 | $159,901+376.7% | $146,958+418.7% | $145,922+422.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.93% | 98.13%-72.2pp | 418.34%-392.4pp | 561.29%-535.4pp |
| Employer contribution / active EE | $4,082 | $5,286-22.8% | $4,933-17.3% | $4,660-12.4% |
| Participant deferral / active EE | $17,342 | $8,428+105.8% | $8,070+114.9% | $6,688+159.3% |
| Admin fee / account holder | $3 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |