Filed February 13, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,546 | $183,963-83.9% | $162,163-81.8% | $152,861-80.7% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 37.35% | 150.76%-113.4pp | 115.59%-78.2pp | 345.32%-308.0pp |
| Employer contribution / active EE | $2,363 | $6,371-62.9% | $5,614-57.9% | $4,762-50.4% |
| Participant deferral / active EE | $5,654 | $8,034-29.6% | $7,298-22.5% | $5,850-3.3% |
| Admin fee / account holder | $185 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |