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 | $59,824 | $99,020-39.6% | $86,590-30.9% | $147,584-59.5% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 15.45% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,247 | $3,132+3.7% | $2,839+14.4% | $4,876-33.4% |
| Participant deferral / active EE | $4,382 | $3,972+10.3% | $3,609+21.4% | $5,439-19.4% |
| Admin fee / account holder | $36 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |