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 | $102,865 | $156,846-34.4% | $121,098-15.1% | $139,434-26.2% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.5%+25.3pp | 80.3%+14.4pp |
| Annual return | 26.24% | 1474.56%-1448.3pp | 985.75%-959.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,551 | $5,536-53.9% | $4,164-38.7% | $4,751-46.3% |
| Participant deferral / active EE | $7,617 | $4,844+57.2% | $4,080+86.7% | $6,710+13.5% |
| Admin fee / account holder | $260 | $6,946-96.3% | $5,644-95.4% | $11,403-97.7% |