Filed January 31, 2019 (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 | $88,479 | $57,354+54.3% | $83,848+5.5% | $64,186+37.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.62% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $915 | $2,545-64.1% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $1,550 | $2,993-48.2% | $4,082-62.0% | $3,470-55.3% |
| Admin fee / account holder | $185 | $4,046-95.4% | $5,478-96.6% | $4,888-96.2% |