Filed February 11, 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 | $77,707 | $176,662-56.0% | $130,648-40.5% | $152,861-49.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.34% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,234 | $5,742-78.5% | $4,092-69.8% | $4,762-74.1% |
| Participant deferral / active EE | $2,433 | $4,361-44.2% | $3,603-32.5% | $5,850-58.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |