Filed December 4, 2019
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 | $380,478 | $90,503+320.4% | $78,689+383.5% | $273,961+38.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.79% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $18,622 | $3,176+486.4% | $2,851+553.3% | $4,869+282.5% |
| Participant deferral / active EE | $10,165 | $3,901+160.6% | $3,517+189.0% | $5,287+92.3% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,132-99.6% |