Filed May 20, 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 8-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 | $30,799 | $138,044-77.7% | $125,339-75.4% | $134,475-77.1% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -20.93% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,306 | $5,243-75.1% | $4,814-72.9% | $4,740-72.4% |
| Participant deferral / active EE | $5,516 | $7,799-29.3% | $7,446-25.9% | $6,400-13.8% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |