Filed November 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,442 | $98,750-0.3% | $149,696-34.2% | $79,858+23.3% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 22.68% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,920 | $3,216-9.2% | $4,644-37.1% | $2,471+18.2% |
| Participant deferral / active EE | $7,738 | $5,680+36.2% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $39 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |