Filed July 5, 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 5-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 | $18,057 | $190,805-90.5% | $159,960-88.7% | $134,475-86.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.08% | 552.23%-559.3pp | 408.60%-415.7pp | 417.96%-425.0pp |
| Employer contribution / active EE | $3,908 | $4,995-21.8% | $4,226-7.5% | $4,740-17.5% |
| Participant deferral / active EE | $3,163 | $6,923-54.3% | $6,182-48.8% | $6,400-50.6% |
| Admin fee / account holder | $28 | $10,471-99.7% | $8,698-99.7% | $11,426-99.8% |