Filed May 19, 2017
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 | $201,424 | $73,515+174.0% | $62,995+219.7% | $147,584+36.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 461.11% | 175.43%+285.7pp | 87.57%+373.5pp | 578.55%-117.4pp |
| Employer contribution / active EE | $2,899 | $3,320-12.7% | $2,759+5.1% | $4,876-40.5% |
| Participant deferral / active EE | $3,099 | $4,185-25.9% | $3,329-6.9% | $5,439-43.0% |
| Admin fee / account holder | $248 | $5,953-95.8% | $3,600-93.1% | $10,885-97.7% |