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 | $85,444 | $77,899+9.7% | $149,673-42.9% | $75,163+13.7% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,993 | $3,137+154.8% | $4,818+65.9% | $2,670+199.4% |
| Participant deferral / active EE | $6,291 | $3,411+84.4% | $5,680+10.8% | $4,125+52.5% |
| Admin fee / account holder | $185 | $5,956-96.9% | $13,210-98.6% | $5,651-96.7% |