Filed January 4, 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.
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 | $37,158 | $87,841-57.7% | $133,980-72.3% | $62,891-40.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 87.1%+4.6pp | 69.3%+22.4pp |
| Annual return | 9.57% | 12.05%-2.5pp | 29.30%-19.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,157 | $3,483-38.1% | $5,211-58.6% | $2,281-5.4% |
| Participant deferral / active EE | $4,457 | $4,812-7.4% | $6,282-29.1% | $3,203+39.1% |
| Admin fee / account holder | $10 | $5,371-99.8% | $9,324-99.9% | $4,296-99.8% |