Filed June 3, 2022
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 | $17,344 | $73,867-76.5% | $143,757-87.9% | $68,494-74.7% |
| Participation rate | 85.3% | 66.7%+18.6pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,332 | $3,184-58.2% | $4,951-73.1% | $2,596-48.7% |
| Participant deferral / active EE | $2,446 | $3,384-27.7% | $5,637-56.6% | $4,027-39.3% |
| Admin fee / account holder | $207 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |