Filed November 8, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,240 | $48,570-74.8% | $130,648-90.6% | $72,985-83.2% |
| Participation rate | 97.4% | 58.6%+38.8pp | 71.7%+25.6pp | 69.5%+27.9pp |
| Annual return | 3.83% | 38.63%-34.8pp | 1708.96%-1705.1pp | 81.00%-77.2pp |
| Employer contribution / active EE | $1,036 | $1,334-22.4% | $4,092-74.7% | $2,440-57.5% |
| Participant deferral / active EE | $1,175 | $2,384-50.7% | $3,603-67.4% | $3,607-67.4% |
| Admin fee / account holder | $187 | $3,549-94.7% | $5,464-96.6% | $5,124-96.4% |