Filed August 29, 2018 (most recent of 6 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 | $50,043 | $88,707-43.6% | $74,183-32.5% | $273,961-81.7% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 12.25% | 11.94%+0.3pp | 17.74%-5.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,295 | $3,159-59.0% | $2,370-45.3% | $4,869-73.4% |
| Participant deferral / active EE | $3,247 | $4,212-22.9% | $3,550-8.5% | $5,287-38.6% |
| Admin fee / account holder | $22 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |