Filed April 22, 2021
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 | $96,263 | $100,754-4.5% | $86,677+11.1% | $134,475-28.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.96% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,682 | $3,489-23.1% | $2,836-5.5% | $4,740-43.4% |
| Participant deferral / active EE | $4,121 | $5,338-22.8% | $4,656-11.5% | $6,400-35.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |