Filed January 4, 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 | $58,384 | $165,912-64.8% | $122,332-52.3% | $147,584-60.4% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 17.36% | 34.55%-17.2pp | 30.27%-12.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,486 | $5,754-74.2% | $4,050-63.3% | $4,876-69.5% |
| Participant deferral / active EE | $6,178 | $4,005+54.2% | $3,287+88.0% | $5,439+13.6% |
| Admin fee / account holder | $168 | $7,424-97.7% | $5,478-96.9% | $10,885-98.5% |