Filed March 9, 2020
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 8-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 | $29,419 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 49.40% | 64.32%-14.9pp | 71.39%-22.0pp | 345.32%-295.9pp |
| Employer contribution / active EE | $11,724 | $5,261+122.8% | $4,735+147.6% | $4,762+146.2% |
| Participant deferral / active EE | $10,994 | $7,109+54.6% | $6,709+63.9% | $5,850+87.9% |
| Admin fee / account holder | $90 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |