Filed March 26, 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 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 | $52,407 | $137,414-61.9% | $189,513-72.3% | $85,850-39.0% |
| Participation rate | 85.3% | 84.6%+0.7pp | 87.8%-2.5pp | 69.3%+15.9pp |
| Annual return | 19.02% | 38.14%-19.1pp | 555.15%-536.1pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,645 | $4,344-39.1% | $6,162-57.1% | $2,565+3.1% |
| Participant deferral / active EE | $5,812 | $6,260-7.2% | $8,221-29.3% | $3,952+47.1% |
| Admin fee / account holder | $198 | $8,630-97.7% | $12,045-98.4% | $6,260-96.8% |