Filed December 18, 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 | $55,010 | $100,041-45.0% | $149,718-63.3% | $70,131-21.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 28.37% | 27.43%+0.9pp | 1501.63%-1473.3pp | 73.14%-44.8pp |
| Employer contribution / active EE | $9,044 | $3,662+147.0% | $5,445+66.1% | $2,342+286.1% |
| Participant deferral / active EE | $12,888 | $4,983+158.7% | $6,569+96.2% | $3,332+286.8% |
| Admin fee / account holder | $30 | $8,286-99.6% | $11,283-99.7% | $4,645-99.3% |