Filed September 13, 2021
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 | $71,147 | $48,795+45.8% | $65,493+8.6% | $84,808-16.1% |
| Participation rate | 94.3% | 67.0%+27.4pp | 73.1%+21.2pp | 68.3%+26.0pp |
| Annual return | 15.52% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,727 | $1,930+144.9% | $2,574+83.6% | $2,631+79.7% |
| Participant deferral / active EE | $1,330 | $2,928-54.6% | $3,961-66.4% | $4,212-68.4% |
| Admin fee / account holder | $276 | $3,877-92.9% | $5,028-94.5% | $7,344-96.2% |