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 | $415,290 | $100,852+311.8% | $90,404+359.4% | $158,922+161.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.61% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $22,812 | $3,689+518.5% | $3,262+599.3% | $4,761+379.1% |
| Participant deferral / active EE | $9,667 | $4,348+122.3% | $3,963+143.9% | $5,982+61.6% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |