Filed June 7, 2024
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,470 | $58,512+186.2% | $84,015+99.3% | $72,985+129.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.58% | 28.93%-6.4pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,276 | $1,163+95.7% | $1,983+14.8% | $2,440-6.7% |
| Participant deferral / active EE | $9,932 | $2,394+314.9% | $3,239+206.7% | $3,607+175.3% |
| Admin fee / account holder | $290 | $4,569-93.7% | $6,101-95.3% | $5,124-94.3% |