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 | $115,639 | $110,257+4.9% | $96,544+19.8% | $139,434-17.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.37% | 26.32%-11.9pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,852 | $3,620-21.2% | $2,965-3.8% | $4,751-40.0% |
| Participant deferral / active EE | $3,304 | $5,548-40.4% | $4,851-31.9% | $6,710-50.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |