Filed December 9, 2014
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 | $43,699 | $99,020-55.9% | $86,590-49.5% | $147,584-70.4% |
| Participation rate | 70.8% | 76.3%-5.5pp | 73.5%-2.7pp | 82.8%-12.0pp |
| Annual return | 19.58% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,004 | $3,132-36.0% | $2,839-29.4% | $4,876-58.9% |
| Participant deferral / active EE | $4,490 | $3,972+13.0% | $3,609+24.4% | $5,439-17.5% |
| Admin fee / account holder | $215 | $5,710-96.2% | $4,906-95.6% | $10,885-98.0% |