Filed January 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 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 | $124,756 | $211,958-41.1% | $169,463-26.4% | $135,375-7.8% |
| Participation rate | 88.2% | 82.6%+5.6pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -6.62% | 3.26%-9.9pp | 1.83%-8.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,481 | $5,120-32.0% | $4,159-16.3% | $4,779-27.2% |
| Participant deferral / active EE | $4,156 | $6,075-31.6% | $5,277-21.2% | $5,609-25.9% |
| Admin fee / account holder | $61 | $11,471-99.5% | $9,109-99.3% | $10,827-99.4% |