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 | $73,192 | $176,056-58.4% | $159,436-54.1% | $167,490-56.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.84% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $3,893 | $5,297-26.5% | $4,829-19.4% | $4,837-19.5% |
| Participant deferral / active EE | $11,339 | $7,750+46.3% | $7,352+54.2% | $6,341+78.8% |
| Admin fee / account holder | $198 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |