Filed December 16, 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 7-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 | $25,794 | $73,933-65.1% | $96,683-73.3% | $75,163-65.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 33.08% | 26.70%+6.4pp | 35.69%-2.6pp | 160.62%-127.5pp |
| Employer contribution / active EE | $2,801 | $2,928-4.3% | $3,737-25.0% | $2,670+4.9% |
| Participant deferral / active EE | $4,967 | $3,659+35.8% | $4,878+1.8% | $4,125+20.4% |
| Admin fee / account holder | $269 | $5,216-94.8% | $6,730-96.0% | $5,651-95.2% |