Filed January 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 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 | $225,883 | $138,065+63.6% | $123,544+82.8% | $135,375+66.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -1.50% | 153.68%-155.2pp | 119.20%-120.7pp | 519.73%-521.2pp |
| Employer contribution / active EE | $5,557 | $5,151+7.9% | $4,628+20.1% | $4,779+16.3% |
| Participant deferral / active EE | $13,114 | $6,799+92.9% | $6,426+104.1% | $5,609+133.8% |
| Admin fee / account holder | $185 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |