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 | $138,656 | $69,207+100.3% | $64,056+116.5% | $139,434-0.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 67.57% | 45.88%+21.7pp | 33.69%+33.9pp | 372.94%-305.4pp |
| Employer contribution / active EE | $4,813 | $3,182+51.3% | $2,747+75.2% | $4,751+1.3% |
| Participant deferral / active EE | $15,701 | $4,682+235.4% | $3,880+304.6% | $6,710+134.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |