Filed July 9, 2018
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 | $21,858 | $53,596-59.2% | $90,645-75.9% | $64,186-65.9% |
| Participation rate | 73.6% | 64.5%+9.1pp | 74.0%-0.4pp | 69.6%+4.0pp |
| Annual return | -4.49% | 4.41%-8.9pp | 1.88%-6.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,547 | $1,503+3.0% | $2,532-38.9% | $2,381-35.0% |
| Participant deferral / active EE | $2,609 | $2,459+6.1% | $3,425-23.8% | $3,470-24.8% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |