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 | $117,839 | $160,055-26.4% | $140,016-15.8% | $135,375-13.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.44% | 911.38%-919.8pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,180 | $6,420-50.5% | $5,606-43.3% | $4,779-33.5% |
| Participant deferral / active EE | $8,113 | $7,642+6.2% | $6,927+17.1% | $5,609+44.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |