Filed March 9, 2020
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 8-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 | $57,169 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.09% | 348.15%-314.1pp | 276.60%-242.5pp | 302.83%-268.7pp |
| Employer contribution / active EE | $12,110 | $5,103+137.3% | $4,644+160.8% | $4,761+154.4% |
| Participant deferral / active EE | $12,187 | $7,181+69.7% | $6,842+78.1% | $5,982+103.7% |
| Admin fee / account holder | $270 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |