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 | $100,149 | $156,846-36.1% | $121,098-17.3% | $139,434-28.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.50% | 1474.56%-1454.1pp | 985.75%-965.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,180 | $5,536-60.6% | $4,164-47.6% | $4,751-54.1% |
| Participant deferral / active EE | $3,061 | $4,844-36.8% | $4,080-25.0% | $6,710-54.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |