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 | $179,023 | $96,305+85.9% | $80,569+122.2% | $139,434+28.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.41% | 1350.08%-1327.7pp | 935.43%-913.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $14,411 | $3,262+341.8% | $2,723+429.1% | $4,751+203.3% |
| Participant deferral / active EE | $15,583 | $5,232+197.8% | $4,447+250.4% | $6,710+132.2% |
| Admin fee / account holder | -$7 | $6,599-100.1% | $5,377-100.1% | $11,403-100.1% |