Filed February 10, 2015
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,595 | $65,685-41.2% | $57,179-32.5% | $273,961-85.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.03% | 21.99%-21.0pp | 14.59%-13.6pp | 41.45%-40.4pp |
| Employer contribution / active EE | $3,749 | $3,279+14.4% | $2,682+39.8% | $4,869-23.0% |
| Participant deferral / active EE | $4,452 | $3,782+17.7% | $3,096+43.8% | $5,287-15.8% |
| Admin fee / account holder | $119 | $4,835-97.5% | $3,139-96.2% | $10,132-98.8% |