Filed January 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,998 | $106,584-11.8% | $101,326-7.2% | $142,382-34.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 19.60% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,901 | $3,956-1.4% | $3,665+6.4% | $4,299-9.3% |
| Participant deferral / active EE | $8,012 | $8,297-3.4% | $7,994+0.2% | $6,507+23.1% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |