Filed December 7, 2017 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,168 | $88,751+151.5% | $81,812+172.8% | $145,922+52.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.08% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $17,130 | $3,083+455.6% | $2,912+488.2% | $4,660+267.6% |
| Participant deferral / active EE | $11,288 | $4,643+143.1% | $4,319+161.4% | $6,688+68.8% |
| Admin fee / account holder | $8 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |