Filed September 13, 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 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 | $48,238 | $41,377+16.6% | $109,313-55.9% | $62,891-23.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.43% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,186 | $1,276+149.7% | $3,892-18.1% | $2,281+39.7% |
| Participant deferral / active EE | $3,770 | $2,045+84.4% | $3,166+19.1% | $3,203+17.7% |
| Admin fee / account holder | $268 | $2,884-90.7% | $5,666-95.3% | $4,296-93.8% |