Filed October 3, 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 | $178,947 | $89,753+99.4% | $107,525+66.4% | $84,808+111.0% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 21.97% | 29.48%-7.5pp | 181.32%-159.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,758 | $3,113-11.4% | $3,754-26.5% | $2,631+4.8% |
| Participant deferral / active EE | $6,815 | $4,056+68.0% | $5,116+33.2% | $4,212+61.8% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |