Filed October 7, 2020 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,587 | $100,041-67.4% | $149,718-78.2% | $70,131-53.5% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.1%-12.8pp | 69.5%+4.7pp |
| Annual return | 10.91% | 27.43%-16.5pp | 1501.63%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,325 | $3,662-63.8% | $5,445-75.7% | $2,342-43.4% |
| Participant deferral / active EE | $2,840 | $4,983-43.0% | $6,569-56.8% | $3,332-14.7% |
| Admin fee / account holder | $211 | $8,286-97.4% | $11,283-98.1% | $4,645-95.4% |