Filed November 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,667 | $197,591-58.7% | $177,821-54.1% | $158,922-48.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.12% | 58.76%-50.6pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,671 | $6,697-60.1% | $5,918-54.9% | $4,761-43.9% |
| Participant deferral / active EE | $1,535 | $8,405-81.7% | $7,714-80.1% | $5,982-74.3% |
| Admin fee / account holder | $171 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |