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 | $234,415 | $96,635+142.6% | $86,612+170.6% | $139,434+68.1% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 19.54% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $6,200 | $3,263+90.0% | $3,022+105.1% | $4,751+30.5% |
| Participant deferral / active EE | $10,802 | $4,836+123.4% | $4,438+143.4% | $6,710+61.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |