Filed April 4, 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 9-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 | $187,255 | $172,478+8.6% | $145,661+28.6% | $142,382+31.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 13.95% | 151.09%-137.1pp | 101.46%-87.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,323 | $4,899-11.8% | $4,238+2.0% | $4,299+0.6% |
| Participant deferral / active EE | $9,146 | $8,348+9.6% | $7,198+27.1% | $6,507+40.6% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |