Filed December 16, 2021
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 | $84,816 | $81,460+4.1% | $103,333-17.9% | $80,856+4.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.98% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $12,805 | $3,105+312.4% | $3,868+231.1% | $2,755+364.8% |
| Participant deferral / active EE | $13,006 | $3,869+236.2% | $5,057+157.2% | $4,296+202.8% |
| Admin fee / account holder | $292 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |