Filed February 28, 2019
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 6-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 | $37,456 | $54,350-31.1% | $82,719-54.7% | $68,494-45.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.47% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,993 | $2,218+34.9% | $3,009-0.5% | $2,596+15.3% |
| Participant deferral / active EE | $7,376 | $3,246+127.2% | $4,395+67.8% | $4,027+83.2% |
| Admin fee / account holder | $175 | $4,395-96.0% | $5,329-96.7% | $5,403-96.8% |