Filed January 26, 2017
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 | $88,566 | $198,466-55.4% | $170,442-48.0% | $147,584-40.0% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 21.92% | 257.29%-235.4pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,001 | $6,184-67.6% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $5,216 | $5,629-7.3% | $4,939+5.6% | $5,439-4.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |