Filed May 10, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,477 | $49,227-21.8% | $70,449-45.4% | $79,858-51.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.47% | 30.06%-25.6pp | 109.03%-104.6pp | 31.71%-27.2pp |
| Employer contribution / active EE | $4,494 | $2,099+114.1% | $2,737+64.2% | $2,471+81.9% |
| Participant deferral / active EE | $4,405 | $2,768+59.2% | $3,709+18.8% | $3,740+17.8% |
| Admin fee / account holder | $138 | $2,878-95.2% | $3,845-96.4% | $5,306-97.4% |