Filed July 19, 2024
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,811 | $135,952-53.1% | $123,892-48.5% | $273,961-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.82% | 56.63%-58.4pp | 47.52%-49.3pp | 41.45%-43.3pp |
| Employer contribution / active EE | $2,269 | $5,170-56.1% | $4,617-50.8% | $4,869-53.4% |
| Participant deferral / active EE | $5,895 | $6,343-7.1% | $5,984-1.5% | $5,287+11.5% |
| Admin fee / account holder | $75 | $9,817-99.2% | $8,357-99.1% | $10,132-99.3% |