Filed June 27, 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 | $132,452 | $171,865-22.9% | $149,718-11.5% | $147,584-10.3% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 81.48% | 2113.22%-2031.7pp | 1501.63%-1420.2pp | 578.55%-497.1pp |
| Employer contribution / active EE | $2,879 | $6,275-54.1% | $5,445-47.1% | $4,876-41.0% |
| Participant deferral / active EE | $6,865 | $7,271-5.6% | $6,569+4.5% | $5,439+26.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |