Filed March 9, 2020 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,596 | $54,762+441.6% | $90,281+228.5% | $72,985+306.4% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 25.65% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $8,509 | $2,092+306.7% | $2,854+198.1% | $2,440+248.8% |
| Participant deferral / active EE | $13,092 | $2,887+353.5% | $3,885+237.0% | $3,607+262.9% |
| Admin fee / account holder | $3 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |