Filed November 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 | $148,314 | $138,044+7.4% | $125,339+18.3% | $134,475+10.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -18.96% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,911 | $5,243-44.5% | $4,814-39.5% | $4,740-38.6% |
| Participant deferral / active EE | $7,608 | $7,799-2.4% | $7,446+2.2% | $6,400+18.9% |
| Admin fee / account holder | $35 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |