Filed January 8, 2019
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 | $42,390 | $198,466-78.6% | $170,442-75.1% | $147,584-71.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.10% | 257.29%-233.2pp | 205.93%-181.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $5,586 | $6,184-9.7% | $5,433+2.8% | $4,876+14.6% |
| Participant deferral / active EE | $4,141 | $5,629-26.4% | $4,939-16.2% | $5,439-23.9% |
| Admin fee / account holder | $293 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |