Filed November 3, 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 | $22,687 | $75,935-70.1% | $60,547-62.5% | $125,391-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.18% | -5.38%+4.2pp | 335.64%-336.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $891 | $3,438-74.1% | $2,419-63.2% | $4,866-81.7% |
| Participant deferral / active EE | $1,808 | $4,506-59.9% | $3,328-45.7% | $5,352-66.2% |
| Admin fee / account holder | $14 | $6,768-99.8% | $4,536-99.7% | $9,540-99.9% |