Filed July 28, 2017
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 | $98,057 | $101,069-3.0% | $81,478+20.3% | $147,584-33.6% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 27.33% | 32.40%-5.1pp | 38.78%-11.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $4,257 | $3,205+32.8% | $2,568+65.8% | $4,876-12.7% |
| Participant deferral / active EE | $9,427 | $4,242+122.2% | $3,537+166.5% | $5,439+73.3% |
| Admin fee / account holder | $1 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |