Filed May 7, 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 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 | $21,464 | $58,577-63.4% | $83,333-74.2% | $64,186-66.6% |
| Participation rate | 88.0% | 72.0%+16.0pp | 77.8%+10.2pp | 69.6%+18.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,626 | $2,098+263.5% | $3,379+125.7% | $2,381+220.3% |
| Participant deferral / active EE | $10,731 | $4,654+130.6% | $5,565+92.8% | $3,470+209.3% |
| Admin fee / account holder | $40 | $9,275-99.6% | $7,510-99.5% | $4,888-99.2% |