Filed January 5, 2023
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $154,228-75.9% | $145,433-74.5% | $137,256-72.9% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 26.01% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,793 | $4,804-21.0% | $4,554-16.7% | $4,156-8.7% |
| Participant deferral / active EE | $11,900 | $8,216+44.8% | $7,897+50.7% | $6,407+85.7% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |