Filed October 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,510 | $214,378-88.1% | $200,582-87.3% | $142,382-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.28% | 46.41%-25.1pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,562 | $6,841-62.6% | $6,419-60.1% | $4,299-40.4% |
| Participant deferral / active EE | $1,856 | $9,865-81.2% | $9,331-80.1% | $6,507-71.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |