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 | $519,337 | $109,817+372.9% | $98,442+427.6% | $167,490+210.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.02% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $26,714 | $3,224+728.6% | $2,960+802.6% | $4,837+452.2% |
| Participant deferral / active EE | $12,244 | $4,673+162.0% | $4,276+186.3% | $6,341+93.1% |
| Admin fee / account holder | $36 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |