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 | $265,101 | $169,161+56.7% | $129,295+105.0% | $145,959+81.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.04% | 14348.07%-14313.0pp | 9429.28%-9394.2pp | 561.95%-526.9pp |
| Employer contribution / active EE | $20,700 | $5,543+273.4% | $4,157+398.0% | $4,661+344.1% |
| Participant deferral / active EE | $11,500 | $4,989+130.5% | $4,169+175.8% | $6,689+71.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |