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 | $143,089 | $167,307-14.5% | $143,757-0.5% | $134,475+6.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.74% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $10,245 | $5,619+82.3% | $4,951+106.9% | $4,740+116.2% |
| Participant deferral / active EE | $6,331 | $6,446-1.8% | $5,637+12.3% | $6,400-1.1% |
| Admin fee / account holder | $223 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |