Filed June 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 | $52,329 | $56,897-8.0% | $84,750-38.3% | $62,891-16.8% |
| Participation rate | 87.8% | 68.5%+19.3pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 4.82% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,868 | $2,400-22.2% | $3,574-47.7% | $2,281-18.1% |
| Participant deferral / active EE | $4,209 | $2,709+55.4% | $3,712+13.4% | $3,203+31.4% |
| Admin fee / account holder | $241 | $3,581-93.3% | $5,332-95.5% | $4,296-94.4% |