Filed April 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,554 | $171,865-47.3% | $149,718-39.5% | $147,584-38.6% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 12.75% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $924 | $6,275-85.3% | $5,445-83.0% | $4,876-81.1% |
| Participant deferral / active EE | $4,928 | $7,271-32.2% | $6,569-25.0% | $5,439-9.4% |
| Admin fee / account holder | $210 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |