Filed April 16, 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 | $89,783 | $157,256-42.9% | $141,162-36.4% | $152,861-41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.03% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,019 | $5,261-23.6% | $4,735-15.1% | $4,762-15.6% |
| Participant deferral / active EE | $6,373 | $7,109-10.4% | $6,709-5.0% | $5,850+8.9% |
| Admin fee / account holder | $202 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |