Filed December 12, 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 9-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 | $51,592 | $76,552-32.6% | $123,892-58.4% | $62,891-18.0% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 19.11% | 18.68%+0.4pp | 47.52%-28.4pp | 20.14%-1.0pp |
| Employer contribution / active EE | $2,696 | $2,883-6.5% | $4,617-41.6% | $2,281+18.2% |
| Participant deferral / active EE | $4,908 | $4,840+1.4% | $5,984-18.0% | $3,203+53.2% |
| Admin fee / account holder | $132 | $4,826-97.3% | $8,357-98.4% | $4,296-96.9% |