Filed February 3, 2021
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 | $109,102 | $72,277+51.0% | $101,248+7.8% | $79,858+36.6% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 20.57% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $3,234 | $2,692+20.2% | $3,660-11.6% | $2,471+30.9% |
| Participant deferral / active EE | $4,027 | $3,282+22.7% | $4,370-7.9% | $3,740+7.7% |
| Admin fee / account holder | $17 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |