Filed June 21, 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 | $81,983 | $92,222-11.1% | $76,768+6.8% | $135,375-39.4% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | 0.17% | 5.46%-5.3pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $2,081 | $3,216-35.3% | $2,485-16.3% | $4,779-56.4% |
| Participant deferral / active EE | $689 | $4,509-84.7% | $3,852-82.1% | $5,609-87.7% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |