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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,505 | $67,331+4.7% | $60,874+15.8% | $134,475-47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -60.46% | 49.93%-110.4pp | 16.90%-77.4pp | 417.96%-478.4pp |
| Employer contribution / active EE | $4,381 | $3,096+41.5% | $2,701+62.2% | $4,740-7.6% |
| Participant deferral / active EE | $14,550 | $4,538+220.6% | $3,817+281.2% | $6,400+127.4% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |