Filed July 17, 2017 (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 | $159,954 | $125,758+27.2% | $169,993-5.9% | $75,163+112.8% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.0%+6.5pp | 67.2%+26.3pp |
| Annual return | 704.20% | 27.20%+677.0pp | 53.37%+650.8pp | 160.62%+543.6pp |
| Employer contribution / active EE | $10,269 | $4,615+122.5% | $6,785+51.3% | $2,670+284.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $162 | $8,173-98.0% | $12,815-98.7% | $5,651-97.1% |