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 | $169,437 | $109,327+55.0% | $89,391+89.5% | $158,922+6.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.19% | 345.68%-325.5pp | 245.62%-225.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $14,602 | $3,170+360.7% | $2,586+464.7% | $4,761+206.7% |
| Participant deferral / active EE | $14,882 | $4,598+223.6% | $3,890+282.6% | $5,982+148.8% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |