Filed May 10, 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 | $21,757 | $67,331-67.7% | $60,874-64.3% | $134,475-83.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $830 | $3,096-73.2% | $2,701-69.3% | $4,740-82.5% |
| Participant deferral / active EE | $2,042 | $4,538-55.0% | $3,817-46.5% | $6,400-68.1% |
| Admin fee / account holder | $64 | $4,582-98.6% | $3,224-98.0% | $11,426-99.4% |