Filed July 31, 2017 (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 | $107,903 | $90,600+19.1% | $79,464+35.8% | $135,375-20.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $10,624 | $3,068+246.3% | $2,800+279.4% | $4,779+122.3% |
| Participant deferral / active EE | $8,156 | $4,050+101.4% | $3,704+120.2% | $5,609+45.4% |
| Admin fee / account holder | $70 | $5,907-98.8% | $5,113-98.6% | $10,827-99.4% |