Filed April 17, 2017
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 | $59,382 | $96,956-38.8% | $70,014-15.2% | $273,961-78.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.22% | 12.93%-4.7pp | 12.99%-4.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,639 | $3,316-50.6% | $2,338-29.9% | $4,869-66.3% |
| Participant deferral / active EE | $8,291 | $3,744+121.4% | $2,931+182.9% | $5,287+56.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |