Filed January 30, 2022
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 | $40,005 | $89,355-55.2% | $141,162-71.7% | $72,985-45.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 22.68% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,759 | $3,114-11.4% | $4,735-41.7% | $2,440+13.1% |
| Participant deferral / active EE | $4,985 | $5,418-8.0% | $6,709-25.7% | $3,607+38.2% |
| Admin fee / account holder | $257 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |