Filed September 30, 2015
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,170 | $49,227+434.6% | $70,449+273.6% | $79,858+229.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.65% | 30.06%-12.4pp | 109.03%-91.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,285 | $2,099+199.4% | $2,737+129.7% | $2,471+154.4% |
| Participant deferral / active EE | $12,906 | $2,768+366.3% | $3,709+248.0% | $3,740+245.1% |
| Admin fee / account holder | $66 | $2,878-97.7% | $3,845-98.3% | $5,306-98.8% |