Filed July 27, 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 | $99,348 | $96,635+2.8% | $86,612+14.7% | $139,434-28.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.79% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $12,658 | $3,263+287.9% | $3,022+318.8% | $4,751+166.4% |
| Participant deferral / active EE | $10,915 | $4,836+125.7% | $4,438+146.0% | $6,710+62.7% |
| Admin fee / account holder | $299 | $6,408-95.3% | $5,614-94.7% | $11,403-97.4% |