Filed February 5, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,442 | $190,805+49.1% | $159,960+77.8% | $134,475+111.5% |
| Participation rate | 94.4% | 81.9%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -19.89% | 552.23%-572.1pp | 408.60%-428.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $14,693 | $4,995+194.1% | $4,226+247.7% | $4,740+210.0% |
| Participant deferral / active EE | $5,306 | $6,923-23.4% | $6,182-14.2% | $6,400-17.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |