Filed November 1, 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 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 | $53,892 | $157,256-65.7% | $141,162-61.8% | $152,861-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.38% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,793 | $5,261-27.9% | $4,735-19.9% | $4,762-20.4% |
| Participant deferral / active EE | $6,720 | $7,109-5.5% | $6,709+0.2% | $5,850+14.9% |
| Admin fee / account holder | $299 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |