Filed January 4, 2018
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 | $65,374 | $176,662-63.0% | $130,648-50.0% | $152,861-57.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 71.7%+17.7pp | 82.4%+7.0pp |
| Annual return | 25.55% | 2692.24%-2666.7pp | 1708.96%-1683.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,980 | $5,742-65.5% | $4,092-51.6% | $4,762-58.4% |
| Participant deferral / active EE | $6,713 | $4,361+53.9% | $3,603+86.3% | $5,850+14.8% |
| Admin fee / account holder | $12 | $7,133-99.8% | $5,464-99.8% | $11,596-99.9% |