Filed January 12, 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 | $106,016 | $215,361-50.8% | $171,082-38.0% | $273,961-61.3% |
| Participation rate | 93.8% | 82.0%+11.7pp | 76.7%+17.1pp | 83.0%+10.7pp |
| Annual return | 8.49% | 25.14%-16.6pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,456 | $4,967-30.4% | $4,002-13.6% | $4,869-29.0% |
| Participant deferral / active EE | $3,798 | $5,543-31.5% | $4,797-20.8% | $5,287-28.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |