Filed February 5, 2020
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 | $151,486 | $110,257+37.4% | $96,544+56.9% | $139,434+8.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 26.64% | 26.32%+0.3pp | 25.84%+0.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,919 | $3,620-47.0% | $2,965-35.3% | $4,751-59.6% |
| Participant deferral / active EE | $3,193 | $5,548-42.5% | $4,851-34.2% | $6,710-52.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |