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 | $105,195 | $95,193+10.5% | $76,523+37.5% | $135,375-22.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.80% | 4.85%-13.7pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,612 | $3,302+69.9% | $2,647+112.0% | $4,779+17.4% |
| Participant deferral / active EE | $11,735 | $4,639+152.9% | $3,835+205.9% | $5,609+109.2% |
| Admin fee / account holder | $1 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |