Filed December 9, 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 | $48,218 | $90,600-46.8% | $79,464-39.3% | $135,375-64.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.64% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $11,570 | $3,068+277.1% | $2,800+313.2% | $4,779+142.1% |
| Participant deferral / active EE | $7,013 | $4,050+73.1% | $3,704+89.3% | $5,609+25.0% |
| Admin fee / account holder | $167 | $5,907-97.2% | $5,113-96.7% | $10,827-98.5% |