Filed April 27, 2017
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,714 | $209,411-17.5% | $178,490-3.2% | $158,922+8.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.87% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,778 | $5,706+18.8% | $5,011+35.3% | $4,761+42.4% |
| Participant deferral / active EE | $11,549 | $5,954+94.0% | $5,202+122.0% | $5,982+93.1% |
| Admin fee / account holder | $65 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |