Filed December 28, 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 8-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 | $31,131 | $138,044-77.4% | $125,339-75.2% | $134,475-76.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,761 | $5,243+9.9% | $4,814+19.7% | $4,740+21.6% |
| Participant deferral / active EE | $5,416 | $7,799-30.5% | $7,446-27.3% | $6,400-15.4% |
| Admin fee / account holder | $59 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |