Filed June 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,197 | $105,998-63.0% | $92,233-57.5% | $147,584-73.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.36% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,594 | $4,333+52.2% | $3,679+79.2% | $4,876+35.2% |
| Participant deferral / active EE | $889 | $4,478-80.1% | $3,897-77.2% | $5,439-83.6% |
| Admin fee / account holder | $65 | $6,332-99.0% | $5,194-98.7% | $10,885-99.4% |