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 | $140,276 | $93,024+50.8% | $77,024+82.1% | $134,475+4.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.58% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $13,610 | $3,418+298.2% | $2,812+384.0% | $4,740+187.2% |
| Participant deferral / active EE | $15,301 | $5,238+192.1% | $4,426+245.7% | $6,400+139.1% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |