Filed September 1, 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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,986 | $109,817-35.4% | $98,442-27.9% | $167,490-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.81% | 1956.69%-1948.9pp | 1492.73%-1484.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $15,920 | $3,224+393.8% | $2,960+437.9% | $4,837+229.1% |
| Participant deferral / active EE | $15,156 | $4,673+224.3% | $4,276+254.4% | $6,341+139.0% |
| Admin fee / account holder | $229 | $6,753-96.6% | $5,949-96.2% | $12,309-98.1% |