Filed February 21, 2018
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 3-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 | $0 | $367,814-100.0% | $123,944-100.0% | $367,814-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 88.8%-88.8pp | 99.6%-99.6pp |
| Annual return | 0.00% | 1.31%-1.3pp | 2.93%-2.9pp | 1.31%-1.3pp |
| Employer contribution / active EE | $0 | $37,256-100.0% | $14,253-100.0% | $37,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $5,343-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $1,883-100.0% | $0 |