Filed December 23, 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 | $47,378 | $113,339-58.2% | $94,993-50.1% | $147,584-67.9% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 14.03% | 20.77%-6.7pp | 27.12%-13.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,339 | $3,160-26.0% | $2,603-10.2% | $4,876-52.0% |
| Participant deferral / active EE | $3,770 | $3,777-0.2% | $3,317+13.7% | $5,439-30.7% |
| Admin fee / account holder | $171 | $6,063-97.2% | $4,960-96.6% | $10,885-98.4% |