Filed January 5, 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 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 | $37,130 | $159,602-76.7% | $150,045-75.3% | $142,382-73.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 26.01% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,793 | $4,961-23.5% | $4,693-19.2% | $4,299-11.8% |
| Participant deferral / active EE | $11,900 | $8,310+43.2% | $7,997+48.8% | $6,507+82.9% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |