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 | $64,578 | $102,966-37.3% | $90,281-28.5% | $152,861-57.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 35.19% | 95.16%-60.0pp | 78.10%-42.9pp | 345.32%-310.1pp |
| Employer contribution / active EE | $11,038 | $3,139+251.7% | $2,854+286.7% | $4,762+131.8% |
| Participant deferral / active EE | $7,473 | $4,281+74.6% | $3,885+92.3% | $5,850+27.7% |
| Admin fee / account holder | $227 | $6,171-96.3% | $5,351-95.8% | $11,596-98.0% |