Filed November 28, 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 | $80,610 | $90,503-10.9% | $78,689+2.4% | $273,961-70.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.04% | 75.60%-64.6pp | 62.18%-51.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $4,274 | $3,176+34.6% | $2,851+49.9% | $4,869-12.2% |
| Participant deferral / active EE | $9,124 | $3,901+133.9% | $3,517+159.4% | $5,287+72.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |