Filed November 18, 2016
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 9-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 | $74,880 | $89,355-16.2% | $141,162-47.0% | $72,985+2.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 30.28% | 111.85%-81.6pp | 71.39%-41.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $7,037 | $3,114+126.0% | $4,735+48.6% | $2,440+188.4% |
| Participant deferral / active EE | $11,819 | $5,418+118.2% | $6,709+76.2% | $3,607+227.6% |
| Admin fee / account holder | $98 | $5,958-98.4% | $10,261-99.0% | $5,124-98.1% |