Filed February 2, 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 9-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 | $38,994 | $58,828-33.7% | $77,999-50.0% | $62,891-38.0% |
| Participation rate | 76.7% | 71.1%+5.6pp | 75.5%+1.1pp | 69.3%+7.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,404 | $1,672+43.8% | $2,470-2.7% | $2,281+5.4% |
| Participant deferral / active EE | $4,897 | $2,686+82.4% | $3,497+40.0% | $3,203+52.9% |
| Admin fee / account holder | $37 | $4,393-99.2% | $5,480-99.3% | $4,296-99.1% |