Filed April 28, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,756 | $76,000+233.9% | $154,107+64.7% | $64,186+295.3% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -4.48% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,645 | $3,351+158.0% | $5,298+63.2% | $2,381+263.1% |
| Participant deferral / active EE | $6,384 | $3,175+101.0% | $5,081+25.6% | $3,470+84.0% |
| Admin fee / account holder | $21 | $5,596-99.6% | $13,411-99.8% | $4,888-99.6% |