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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,181 | $201,272-64.6% | $184,203-61.4% | $145,922-51.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.60% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,295 | $7,022-67.3% | $6,427-64.3% | $4,660-50.7% |
| Participant deferral / active EE | $5,515 | $9,806-43.8% | $9,131-39.6% | $6,688-17.5% |
| Admin fee / account holder | $102 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |