Filed June 26, 2019 (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 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 | $40,825 | $150,440-72.9% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 27.07% | 1049.08%-1022.0pp | 5155.94%-5128.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $5,807 | $5,256+10.5% | $4,695+23.7% | $4,876+19.1% |
| Participant deferral / active EE | $4,912 | $6,630-25.9% | $6,247-21.4% | $5,439-9.7% |
| Admin fee / account holder | $22 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |