Filed February 20, 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 | $47,817 | $58,726-18.6% | $92,233-48.2% | $62,292-23.2% |
| Participation rate | 72.1% | 68.3%+3.8pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 21.37% | 43.62%-22.3pp | 176.28%-154.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $794 | $2,392-66.8% | $3,679-78.4% | $2,042-61.1% |
| Participant deferral / active EE | $3,411 | $2,766+23.3% | $3,897-12.5% | $3,169+7.6% |
| Admin fee / account holder | $208 | $556-62.6% | $5,194-96.0% | $479-56.6% |