Filed April 20, 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 8-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 | $39,708 | $104,907-62.1% | $84,611-53.1% | $152,861-74.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.76% | 373.79%-354.0pp | 258.74%-239.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,180 | $3,302+26.6% | $2,652+57.6% | $4,762-12.2% |
| Participant deferral / active EE | $8,510 | $4,688+81.5% | $3,899+118.3% | $5,850+45.5% |
| Admin fee / account holder | $285 | $6,241-95.4% | $4,912-94.2% | $11,596-97.5% |