Filed September 18, 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 | $57,757 | $90,600-36.3% | $79,464-27.3% | $135,375-57.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.70% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,902 | $3,068+190.2% | $2,800+217.9% | $4,779+86.3% |
| Participant deferral / active EE | $5,815 | $4,050+43.6% | $3,704+57.0% | $5,609+3.7% |
| Admin fee / account holder | $268 | $5,907-95.5% | $5,113-94.8% | $10,827-97.5% |