Filed March 15, 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 5-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 | $13,675 | $159,901-91.4% | $146,958-90.7% | $145,922-90.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 15.69% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,191 | $5,286-77.5% | $4,933-75.9% | $4,660-74.4% |
| Participant deferral / active EE | $3,384 | $8,428-59.8% | $8,070-58.1% | $6,688-49.4% |
| Admin fee / account holder | $246 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |