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 | $88,421 | $160,055-44.8% | $140,016-36.8% | $135,375-34.7% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -4.24% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $998 | $6,420-84.4% | $5,606-82.2% | $4,779-79.1% |
| Participant deferral / active EE | $5,273 | $7,642-31.0% | $6,927-23.9% | $5,609-6.0% |
| Admin fee / account holder | $271 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |