Filed April 9, 2019
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 | $48,308 | $157,256-69.3% | $141,162-65.8% | $152,861-68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.84% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,476 | $5,261-14.9% | $4,735-5.5% | $4,762-6.0% |
| Participant deferral / active EE | $11,029 | $7,109+55.1% | $6,709+64.4% | $5,850+88.5% |
| Admin fee / account holder | $179 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |