Filed December 29, 2017 (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 | $109,462 | $90,600+20.8% | $79,464+37.8% | $135,375-19.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.02% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $9,485 | $3,068+209.2% | $2,800+238.7% | $4,779+98.5% |
| Participant deferral / active EE | $10,743 | $4,050+165.2% | $3,704+190.0% | $5,609+91.5% |
| Admin fee / account holder | $283 | $5,907-95.2% | $5,113-94.5% | $10,827-97.4% |