Filed December 9, 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 5-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 | $49,980 | $53,162-6.0% | $91,220-45.2% | $68,494-27.0% |
| Participation rate | 72.5% | 63.2%+9.3pp | 73.2%-0.7pp | 67.9%+4.6pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,780 | $1,709+238.1% | $2,850+102.8% | $2,596+122.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $287 | $4,493-93.6% | $5,420-94.7% | $5,403-94.7% |