Filed January 4, 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 | $105,825 | $53,127+99.2% | $86,590+22.2% | $70,131+50.9% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 15.45% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,641 | $2,068+27.7% | $2,839-7.0% | $2,342+12.7% |
| Participant deferral / active EE | $3,251 | $2,696+20.6% | $3,609-9.9% | $3,332-2.4% |
| Admin fee / account holder | $256 | $3,585-92.9% | $4,906-94.8% | $4,645-94.5% |