Filed August 9, 2019
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 | $137,367 | $165,335-16.9% | $149,696-8.2% | $158,922-13.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.76% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,182 | $5,103-37.6% | $4,644-31.5% | $4,761-33.2% |
| Participant deferral / active EE | $7,871 | $7,181+9.6% | $6,842+15.1% | $5,982+31.6% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |