Filed January 13, 2025
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 | $142,068 | $105,998+34.0% | $92,233+54.0% | $147,584-3.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,303 | $4,333-69.9% | $3,679-64.6% | $4,876-73.3% |
| Participant deferral / active EE | $7,661 | $4,478+71.1% | $3,897+96.6% | $5,439+40.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |