Filed August 31, 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 3-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 | $41,996 | $159,901-73.7% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $7,072 | $5,286+33.8% | $4,933+43.4% | $4,660+51.8% |
| Participant deferral / active EE | $9,928 | $8,428+17.8% | $8,070+23.0% | $6,688+48.5% |
| Admin fee / account holder | $220 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |