Filed July 1, 2017
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 | $235,984 | $198,466+18.9% | $170,442+38.5% | $147,584+59.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.08% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $12,605 | $6,184+103.9% | $5,433+132.0% | $4,876+158.5% |
| Participant deferral / active EE | $8,850 | $5,629+57.2% | $4,939+79.2% | $5,439+62.7% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |