Filed July 10, 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,835 | $45,035-89.3% | $62,995-92.3% | $70,131-93.1% |
| Participation rate | 98.0% | 69.5%+28.5pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,566 | $2,051-23.7% | $2,759-43.2% | $2,342-33.1% |
| Participant deferral / active EE | $2,539 | $2,465+3.0% | $3,329-23.7% | $3,332-23.8% |
| Admin fee / account holder | $41 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |