Filed December 19, 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 | $71,709 | $95,416-24.8% | $185,823-61.4% | $85,850-16.5% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 14.40% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $6,546 | $3,314+97.5% | $5,167+26.7% | $2,565+155.2% |
| Participant deferral / active EE | $5,813 | $3,423+69.8% | $5,568+4.4% | $3,952+47.1% |
| Admin fee / account holder | $35 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |