Filed February 22, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,448 | $198,466+81.1% | $170,442+110.9% | $147,584+143.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.97% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $8,634 | $6,184+39.6% | $5,433+58.9% | $4,876+77.1% |
| Participant deferral / active EE | $4,586 | $5,629-18.5% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $242 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |