Filed August 3, 2020
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 | $59,583 | $45,073+32.2% | $69,455-14.2% | $72,985-18.4% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.8pp |
| Annual return | 6.72% | 22.65%-15.9pp | 28.97%-22.2pp | 81.00%-74.3pp |
| Employer contribution / active EE | $2,532 | $2,054+23.3% | $2,779-8.9% | $2,440+3.8% |
| Participant deferral / active EE | $4,344 | $2,602+67.0% | $3,535+22.9% | $3,607+20.4% |
| Admin fee / account holder | $157 | $3,056-94.9% | $3,839-95.9% | $5,124-96.9% |