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 | $84,607 | $101,283-16.5% | $75,826+11.6% | $135,375-37.5% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | -6.69% | 3384.62%-3391.3pp | 1914.15%-1920.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,680 | $2,382+96.5% | $1,913+144.6% | $4,779-2.1% |
| Participant deferral / active EE | $7,051 | $3,469+103.3% | $2,862+146.3% | $5,609+25.7% |
| Admin fee / account holder | $5 | $6,539-99.9% | $4,726-99.9% | $10,827-100.0% |