Filed April 8, 2019
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 6-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 | $132,226 | $65,395+102.2% | $182,532-27.6% | $72,985+81.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $19,374 | $1,911+913.7% | $4,076+375.3% | $2,440+694.1% |
| Participant deferral / active EE | $5,132 | $3,563+44.0% | $5,524-7.1% | $3,607+42.3% |
| Admin fee / account holder | $34 | $4,245-99.2% | $8,592-99.6% | $5,124-99.3% |