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 | $161,102 | $226,064-28.7% | $182,532-11.7% | $152,861+5.4% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 23.03% | 192.51%-169.5pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,384 | $4,978-32.0% | $4,076-17.0% | $4,762-28.9% |
| Participant deferral / active EE | $4,232 | $6,368-33.5% | $5,524-23.4% | $5,850-27.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |