Filed March 30, 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 | $56,091 | $54,762+2.4% | $90,281-37.9% | $72,985-23.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.68% | 30.63%-11.0pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,743 | $2,092-16.7% | $2,854-38.9% | $2,440-28.5% |
| Participant deferral / active EE | $3,332 | $2,887+15.4% | $3,885-14.3% | $3,607-7.6% |
| Admin fee / account holder | $15 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |