Filed April 23, 2020 (most recent of 3 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 | $117,688 | $138,347-14.9% | $184,203-36.1% | $80,856+45.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.07% | 20.02%-9.0pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,910 | $4,850+21.8% | $6,427-8.0% | $2,755+114.5% |
| Participant deferral / active EE | $4,999 | $7,071-29.3% | $9,131-45.3% | $4,296+16.4% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |