Filed January 24, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,877 | $109,817+288.7% | $98,442+333.6% | $167,490+154.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 20.64% | 1956.69%-1936.1pp | 1492.73%-1472.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $25,641 | $3,224+695.4% | $2,960+766.3% | $4,837+430.1% |
| Participant deferral / active EE | $11,209 | $4,673+139.9% | $4,276+162.1% | $6,341+76.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |