Filed February 24, 2016
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 | $44,337 | $209,832-78.9% | $189,513-76.6% | $167,490-73.5% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 20.27% | 748.27%-728.0pp | 555.15%-534.9pp | 478.56%-458.3pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,485 | $8,935-83.4% | $8,221-81.9% | $6,341-76.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |