Filed September 25, 2015
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 | $63,953 | $92,703-31.0% | $82,719-22.7% | $134,475-52.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.30% | 944.92%-957.2pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,576 | $3,274-51.9% | $3,009-47.6% | $4,740-66.8% |
| Participant deferral / active EE | $9,515 | $4,802+98.1% | $4,395+116.5% | $6,400+48.7% |
| Admin fee / account holder | $26 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |