Filed February 2, 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 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 | $104,005 | $90,600+14.8% | $79,464+30.9% | $135,375-23.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.18% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,406 | $3,068-21.6% | $2,800-14.1% | $4,779-49.7% |
| Participant deferral / active EE | $5,385 | $4,050+33.0% | $3,704+45.4% | $5,609-4.0% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |