Filed August 9, 2018
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 | $142,529 | $89,355+59.5% | $141,162+1.0% | $72,985+95.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.78% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,962 | $3,114+27.2% | $4,735-16.3% | $2,440+62.4% |
| Participant deferral / active EE | $8,750 | $5,418+61.5% | $6,709+30.4% | $3,607+142.6% |
| Admin fee / account holder | $102 | $5,958-98.3% | $10,261-99.0% | $5,124-98.0% |