Filed November 25, 2015
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 7-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 | $53,768 | $77,145-30.3% | $108,410-50.4% | $85,850-37.4% |
| Participation rate | 85.2% | 74.7%+10.5pp | 80.1%+5.1pp | 69.3%+15.9pp |
| Annual return | 31.72% | 44.54%-12.8pp | 905.27%-873.6pp | 318.53%-286.8pp |
| Employer contribution / active EE | $4,339 | $2,379+82.4% | $3,558+21.9% | $2,565+69.2% |
| Participant deferral / active EE | $6,014 | $5,566+8.0% | $6,563-8.4% | $3,952+52.2% |
| Admin fee / account holder | $186 | $5,172-96.4% | $7,295-97.5% | $6,260-97.0% |