Filed July 10, 2020 (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 | $134,278 | $90,503+48.4% | $78,689+70.6% | $273,961-51.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.52% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $5,420 | $3,176+70.7% | $2,851+90.1% | $4,869+11.3% |
| Participant deferral / active EE | $11,662 | $3,901+198.9% | $3,517+231.6% | $5,287+120.6% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |