Filed November 24, 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 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 | $164,406 | $87,841+87.2% | $133,980+22.7% | $62,891+161.4% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 9.11% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $6,310 | $3,483+81.2% | $5,211+21.1% | $2,281+176.6% |
| Participant deferral / active EE | $18,050 | $4,812+275.1% | $6,282+187.3% | $3,203+463.5% |
| Admin fee / account holder | $279 | $5,371-94.8% | $9,324-97.0% | $4,296-93.5% |