Filed May 2, 2017
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 | $50,147 | $85,790-41.5% | $67,313-25.5% | $135,375-63.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.47% | -0.54%-8.9pp | -4.08%-5.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $6,188 | $3,487+77.4% | $2,566+141.2% | $4,779+29.5% |
| Participant deferral / active EE | $8,972 | $4,651+92.9% | $3,568+151.4% | $5,609+60.0% |
| Admin fee / account holder | $37 | $6,392-99.4% | $4,507-99.2% | $10,827-99.7% |