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 | $77,961 | $88,707-12.1% | $74,183+5.1% | $273,961-71.5% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 4.76% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,258 | $3,159-28.5% | $2,370-4.7% | $4,869-53.6% |
| Participant deferral / active EE | $5,392 | $4,212+28.0% | $3,550+51.9% | $5,287+2.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |