Filed December 29, 2023
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 | $159,926 | $185,822-13.9% | $169,993-5.9% | $139,434+14.7% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 16.65% | 60.50%-43.9pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,543 | $7,590-40.1% | $6,785-33.0% | $4,751-4.4% |
| Participant deferral / active EE | $12,617 | $11,622+8.6% | $10,408+21.2% | $6,710+88.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |