Filed November 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,286 | $140,588-69.9% | $123,104-65.7% | $125,391-66.3% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | -1.05% | 16.80%-17.8pp | 13.22%-14.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,047 | $6,041-66.1% | $5,151-60.3% | $4,866-57.9% |
| Participant deferral / active EE | $1,290 | $6,980-81.5% | $6,230-79.3% | $5,352-75.9% |
| Admin fee / account holder | $141 | $11,198-98.7% | $9,015-98.4% | $9,540-98.5% |