Filed February 5, 2018 (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 5-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 | $15,437 | $100,901-84.7% | $75,670-79.6% | $147,584-89.5% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.3%-72.3pp | 82.8%-82.8pp |
| Annual return | 8.70% | 35.78%-27.1pp | 27.34%-18.6pp | 578.55%-569.8pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $187 | $11,285-98.3% | $5,800-96.8% | $10,885-98.3% |