Filed April 27, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,037 | $48,570-15.5% | $130,648-68.6% | $72,985-43.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 5.73% | 38.63%-32.9pp | 1708.96%-1703.2pp | 81.00%-75.3pp |
| Employer contribution / active EE | $3,467 | $1,334+159.9% | $4,092-15.3% | $2,440+42.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $49 | $3,549-98.6% | $5,464-99.1% | $5,124-99.0% |