Filed October 16, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,911 | $105,181-16.4% | $159,436-44.9% | $85,850+2.4% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.8%-12.1pp | 69.3%+1.4pp |
| Annual return | 20.08% | 45.07%-25.0pp | 263.57%-243.5pp | 318.53%-298.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,400 | $5,945-26.0% | $7,352-40.1% | $3,952+11.4% |
| Admin fee / account holder | $85 | $6,933-98.8% | $10,799-99.2% | $6,260-98.6% |