Filed July 3, 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,335 | $135,952+200.4% | $123,892+229.6% | $273,961+49.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.84% | 56.63%-39.8pp | 47.52%-30.7pp | 41.45%-24.6pp |
| Employer contribution / active EE | $11,054 | $5,170+113.8% | $4,617+139.4% | $4,869+127.0% |
| Participant deferral / active EE | $16,499 | $6,343+160.1% | $5,984+175.7% | $5,287+212.1% |
| Admin fee / account holder | $219 | $9,817-97.8% | $8,357-97.4% | $10,132-97.8% |