Filed January 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,918 | $138,065-66.0% | $123,544-62.0% | $135,375-65.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.92% | 153.68%-167.6pp | 119.20%-133.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,838 | $5,151-64.3% | $4,628-60.3% | $4,779-61.5% |
| Participant deferral / active EE | $10,373 | $6,799+52.6% | $6,426+61.4% | $5,609+84.9% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |