Filed December 22, 2020 (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 | $229,958 | $82,286+179.5% | $68,791+234.3% | $134,475+71.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.13% | -2.19%-13.9pp | -6.38%-9.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $15,434 | $3,301+367.6% | $2,655+481.3% | $4,740+225.6% |
| Participant deferral / active EE | $15,083 | $4,739+218.3% | $3,941+282.7% | $6,400+135.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |