Filed October 30, 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 | $216,311 | $135,635+59.5% | $110,238+96.2% | $135,375+59.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.33% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $17,815 | $4,906+263.1% | $3,826+365.6% | $4,779+272.8% |
| Participant deferral / active EE | $11,437 | $5,506+107.7% | $4,672+144.8% | $5,609+103.9% |
| Admin fee / account holder | $13 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |