Filed December 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,312 | $105,630-68.5% | $87,507-61.9% | $273,961-87.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.46% | 12.25%-13.7pp | 12.21%-13.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,397 | $3,141-55.5% | $2,550-45.2% | $4,869-71.3% |
| Participant deferral / active EE | $9,417 | $3,601+161.5% | $3,149+199.1% | $5,287+78.1% |
| Admin fee / account holder | $123 | $4,781-97.4% | $4,221-97.1% | $10,132-98.8% |