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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,796 | $96,635+49.8% | $86,612+67.2% | $139,434+3.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.13% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $17,903 | $3,263+448.7% | $3,022+492.3% | $4,751+276.8% |
| Participant deferral / active EE | $17,309 | $4,836+257.9% | $4,438+290.0% | $6,710+157.9% |
| Admin fee / account holder | $155 | $6,408-97.6% | $5,614-97.2% | $11,403-98.6% |