Filed February 2, 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 | $65,553 | $78,694-16.7% | $67,652-3.1% | $125,391-47.7% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | -1.32% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,483 | $3,044-18.4% | $2,266+9.6% | $4,866-49.0% |
| Participant deferral / active EE | $5,778 | $4,292+34.6% | $3,560+62.3% | $5,352+8.0% |
| Admin fee / account holder | $15 | $7,403-99.8% | $4,821-99.7% | $9,540-99.8% |