Filed July 7, 2016
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 | $9,714 | $100,852-90.4% | $90,404-89.3% | $158,922-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.58% | 1724.20%-1697.6pp | 1293.02%-1266.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,051 | $3,689-71.5% | $3,262-67.8% | $4,761-77.9% |
| Participant deferral / active EE | $3,132 | $4,348-28.0% | $3,963-21.0% | $5,982-47.6% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |