Filed June 4, 2015
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,137 | $102,966+214.8% | $90,281+259.0% | $152,861+112.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.95% | 95.16%-67.2pp | 78.10%-50.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $18,710 | $3,139+496.1% | $2,854+555.5% | $4,762+292.9% |
| Participant deferral / active EE | $9,207 | $4,281+115.0% | $3,885+137.0% | $5,850+57.4% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |