Filed June 29, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,802 | $99,020-91.1% | $86,590-89.8% | $147,584-94.0% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 37.39% | 1312.34%-1274.9pp | 964.84%-927.4pp | 578.55%-541.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,934 | $3,972+49.4% | $3,609+64.5% | $5,439+9.1% |
| Admin fee / account holder | $70 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |