Filed April 15, 2024
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 | $100,035 | $105,998-5.6% | $92,233+8.5% | $147,584-32.2% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 21.55% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,627 | $4,333-39.4% | $3,679-28.6% | $4,876-46.1% |
| Participant deferral / active EE | $5,979 | $4,478+33.5% | $3,897+53.4% | $5,439+9.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |