Filed June 7, 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 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 | $44,572 | $169,161-73.7% | $129,295-65.5% | $145,959-69.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.98% | 14348.07%-14331.1pp | 9429.28%-9412.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,487 | $5,543-37.1% | $4,157-16.1% | $4,661-25.2% |
| Participant deferral / active EE | $2,623 | $4,989-47.4% | $4,169-37.1% | $6,689-60.8% |
| Admin fee / account holder | $233 | $9,878-97.6% | $7,665-97.0% | $13,398-98.3% |