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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $2,066,747 | $117,690+1656.1% | $71,735+2781.1% | $134,475+1436.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 2.99% | 25.44%-22.4pp | 9.14%-6.2pp | 417.96%-415.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $125 | $6,379-98.0% | $3,974-96.9% | $11,426-98.9% |