Filed April 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 | $62,023 | $39,122+58.5% | $57,179+8.5% | $62,891-1.4% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 7.56% | 9.23%-1.7pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $11,001 | $1,874+487.0% | $2,682+310.1% | $2,281+382.3% |
| Participant deferral / active EE | $3,121 | $2,374+31.5% | $3,096+0.8% | $3,203-2.6% |
| Admin fee / account holder | $83 | $2,592-96.8% | $3,139-97.3% | $4,296-98.1% |