Filed July 11, 2019
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 6-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 | $81,299 | $48,570+67.4% | $130,648-37.8% | $72,985+11.4% |
| Participation rate | 77.1% | 58.6%+18.5pp | 71.7%+5.3pp | 69.5%+7.6pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,192 | $1,334-10.6% | $4,092-70.9% | $2,440-51.1% |
| Participant deferral / active EE | $2,800 | $2,384+17.5% | $3,603-22.3% | $3,607-22.4% |
| Admin fee / account holder | $63 | $3,549-98.2% | $5,464-98.8% | $5,124-98.8% |