Filed December 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,948,264 | $129,217+1407.7% | $93,406+1985.8% | $158,922+1125.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 2.78% | 118.21%-115.4pp | 78.05%-75.3pp | 302.83%-300.0pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $83,333 | $3,909+2031.9% | $3,126+2566.0% | $5,982+1293.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |