Filed July 27, 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 7-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 | $31,830 | $84,695-62.4% | $73,843-56.9% | $125,391-74.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.87% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $5,560 | $3,123+78.0% | $2,787+99.5% | $4,866+14.3% |
| Participant deferral / active EE | $2,393 | $3,992-40.1% | $3,583-33.2% | $5,352-55.3% |
| Admin fee / account holder | $22 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |