Filed February 27, 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 | $128,271 | $110,094+16.5% | $151,611-15.4% | $68,494+87.3% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -18.47% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,389 | $4,471-68.9% | $6,166-77.5% | $2,596-46.5% |
| Participant deferral / active EE | $6,648 | $6,527+1.9% | $8,363-20.5% | $4,027+65.1% |
| Admin fee / account holder | $269 | $7,719-96.5% | $11,616-97.7% | $5,403-95.0% |