Filed April 16, 2018 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,157 | $135,952-79.3% | $123,892-77.3% | $273,961-89.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,484 | $5,170-13.3% | $4,617-2.9% | $4,869-7.9% |
| Participant deferral / active EE | $3,782 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $235 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |