Filed June 30, 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 | $67,665 | $101,069-33.1% | $81,478-17.0% | $147,584-54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.32% | 32.40%-24.1pp | 38.78%-30.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,187 | $3,205-63.0% | $2,568-53.8% | $4,876-75.7% |
| Participant deferral / active EE | $2,754 | $4,242-35.1% | $3,537-22.1% | $5,439-49.4% |
| Admin fee / account holder | $278 | $5,812-95.2% | $4,561-93.9% | $10,885-97.5% |