Filed February 25, 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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,117 | $90,600-66.8% | $79,464-62.1% | $135,375-77.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,532 | $3,068+15.1% | $2,800+26.1% | $4,779-26.1% |
| Participant deferral / active EE | $6,063 | $4,050+49.7% | $3,704+63.7% | $5,609+8.1% |
| Admin fee / account holder | $52 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |