Filed May 16, 2017
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 | $156,205 | $92,703+68.5% | $82,719+88.8% | $134,475+16.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.41% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $8,886 | $3,274+171.4% | $3,009+195.3% | $4,740+87.5% |
| Participant deferral / active EE | $11,601 | $4,802+141.6% | $4,395+164.0% | $6,400+81.3% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |