Filed April 18, 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 4-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 | $154,279 | $57,016+170.6% | $84,966+81.6% | $80,856+90.8% |
| Participation rate | 98.2% | 56.3%+41.9pp | 67.5%+30.7pp | 67.6%+30.6pp |
| Annual return | 74.21% | 21.66%+52.5pp | 66.38%+7.8pp | 35.59%+38.6pp |
| Employer contribution / active EE | $7,269 | $1,798+304.3% | $2,727+166.5% | $2,755+163.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |