Filed August 22, 2016
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 | $143,578 | $84,233+70.5% | $170,442-15.8% | $70,131+104.7% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 12.93% | 23.06%-10.1pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $6,155 | $3,387+81.7% | $5,433+13.3% | $2,342+162.7% |
| Participant deferral / active EE | $4,737 | $3,086+53.5% | $4,939-4.1% | $3,332+42.2% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |