Filed January 28, 2021 (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 | $106,885 | $198,466-46.1% | $170,442-37.3% | $147,584-27.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.92% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $11,838 | $6,184+91.4% | $5,433+117.9% | $4,876+142.8% |
| Participant deferral / active EE | $5,960 | $5,629+5.9% | $4,939+20.7% | $5,439+9.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |