Filed October 19, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,053 | $198,466-73.8% | $170,442-69.5% | $147,584-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.23% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $104 | $6,184-98.3% | $5,433-98.1% | $4,876-97.9% |
| Participant deferral / active EE | $360 | $5,629-93.6% | $4,939-92.7% | $5,439-93.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |