Filed August 29, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,091 | $167,484-14.6% | $151,611-5.6% | $134,475+6.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -19.35% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,263 | $6,829-66.9% | $6,166-63.3% | $4,740-52.3% |
| Participant deferral / active EE | $4,239 | $8,986-52.8% | $8,363-49.3% | $6,400-33.8% |
| Admin fee / account holder | $168 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |