Filed January 19, 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 | $91,597 | $102,966-11.0% | $90,281+1.5% | $152,861-40.1% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $8,227 | $3,139+162.1% | $2,854+188.2% | $4,762+72.8% |
| Participant deferral / active EE | $9,700 | $4,281+126.5% | $3,885+149.6% | $5,850+65.8% |
| Admin fee / account holder | $96 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |