Filed February 19, 2016
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 | $111,415 | $84,695+31.5% | $73,843+50.9% | $125,391-11.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.71% | 3123.53%-3125.2pp | 2267.84%-2269.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,819 | $3,123+150.4% | $2,787+180.5% | $4,866+60.7% |
| Participant deferral / active EE | $4,682 | $3,992+17.3% | $3,583+30.7% | $5,352-12.5% |
| Admin fee / account holder | $216 | $5,691-96.2% | $4,880-95.6% | $9,540-97.7% |