Filed June 1, 2018
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,154 | $144,119-72.8% | $117,854-66.8% | $147,584-73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.65% | 531.15%-510.5pp | 335.08%-314.4pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,328 | $4,896-52.5% | $3,786-38.5% | $4,876-52.3% |
| Participant deferral / active EE | $1,796 | $5,316-66.2% | $4,482-59.9% | $5,439-67.0% |
| Admin fee / account holder | $3 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |