Filed April 11, 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 7-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 | $71,142 | $77,419-8.1% | $69,455+2.4% | $152,861-53.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 28.94% | 39.06%-10.1pp | 28.97%0pp | 345.32%-316.4pp |
| Employer contribution / active EE | $6,203 | $3,315+87.1% | $2,779+123.2% | $4,762+30.3% |
| Participant deferral / active EE | $25,000 | $4,414+466.4% | $3,535+607.1% | $5,850+327.3% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |