Filed December 6, 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 | $54,516 | $183,963-70.4% | $162,163-66.4% | $152,861-64.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 15.01% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,339 | $6,371-63.3% | $5,614-58.3% | $4,762-50.9% |
| Participant deferral / active EE | $4,118 | $8,034-48.7% | $7,298-43.6% | $5,850-29.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |