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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,105 | $70,475+39.2% | $100,516-2.4% | $79,858+22.8% |
| Participation rate | 95.8% | 73.7%+22.2pp | 79.4%+16.4pp | 69.6%+26.2pp |
| Annual return | 9.13% | 21.90%-12.8pp | 30.89%-21.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $13,873 | $2,165+540.9% | $3,418+305.9% | $2,471+461.5% |
| Participant deferral / active EE | $15,747 | $5,181+203.9% | $6,270+151.2% | $3,740+321.0% |
| Admin fee / account holder | $270 | $4,478-94.0% | $8,081-96.7% | $5,306-94.9% |