Filed March 11, 2019 (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 | $168,856 | $114,047+48.1% | $96,139+75.6% | $167,490+0.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.35% | 189.88%-170.5pp | 191.94%-172.6pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,920 | $3,427+14.4% | $2,797+40.2% | $4,837-19.0% |
| Participant deferral / active EE | $8,035 | $5,194+54.7% | $4,349+84.8% | $6,341+26.7% |
| Admin fee / account holder | $168 | $6,897-97.6% | $5,537-97.0% | $12,309-98.6% |