Filed June 15, 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 | $77,829 | $105,998-26.6% | $92,233-15.6% | $147,584-47.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.54% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $7,242 | $4,333+67.1% | $3,679+96.8% | $4,876+48.5% |
| Participant deferral / active EE | $7,033 | $4,478+57.1% | $3,897+80.5% | $5,439+29.3% |
| Admin fee / account holder | $284 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |