Filed June 27, 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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,526 | $109,327-62.9% | $89,391-54.7% | $158,922-74.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.28% | 345.68%-344.4pp | 245.62%-244.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $9,526 | $3,170+200.5% | $2,586+268.4% | $4,761+100.1% |
| Participant deferral / active EE | $988 | $4,598-78.5% | $3,890-74.6% | $5,982-83.5% |
| Admin fee / account holder | $243 | $6,153-96.1% | $4,881-95.0% | $11,246-97.8% |