Filed February 11, 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 | $164,195 | $58,208+182.1% | $81,812+100.7% | $80,856+103.1% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 13.03% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,949 | $2,340+68.8% | $2,912+35.6% | $2,755+43.3% |
| Participant deferral / active EE | $11,328 | $3,281+245.3% | $4,319+162.3% | $4,296+163.7% |
| Admin fee / account holder | $292 | $4,981-94.1% | $7,386-96.1% | $6,918-95.8% |