Filed February 11, 2020
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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,457 | $98,750+5.8% | $149,696-30.2% | $79,858+30.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 72.72% | 27.43%+45.3pp | 276.60%-203.9pp | 31.71%+41.0pp |
| Employer contribution / active EE | $157 | $3,216-95.1% | $4,644-96.6% | $2,471-93.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $67 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |