Filed April 5, 2021 (most recent of 2 filings on file)
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 | $219,902 | $109,817+100.2% | $98,442+123.4% | $167,490+31.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 13.43% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,404 | $3,224+36.6% | $2,960+48.8% | $4,837-9.0% |
| Participant deferral / active EE | $8,576 | $4,673+83.5% | $4,276+100.6% | $6,341+35.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |