Filed November 12, 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 | $56,200 | $90,503-37.9% | $78,689-28.6% | $273,961-79.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 6.75% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,372 | $3,176+37.7% | $2,851+53.4% | $4,869-10.2% |
| Participant deferral / active EE | $6,363 | $3,901+63.1% | $3,517+80.9% | $5,287+20.3% |
| Admin fee / account holder | $41 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |