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 | $43,470 | $60,124-27.7% | $90,404-51.9% | $79,858-45.6% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 15.97% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,620 | $2,068-21.7% | $3,262-50.3% | $2,471-34.4% |
| Participant deferral / active EE | $1,940 | $2,938-34.0% | $3,963-51.1% | $3,740-48.1% |
| Admin fee / account holder | $103 | $3,976-97.4% | $5,611-98.2% | $5,306-98.1% |