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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,870 | $72,400+270.0% | $67,502+296.8% | $145,922+83.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 77.56% | 7182.46%-7104.9pp | 3512.12%-3434.6pp | 561.29%-483.7pp |
| Employer contribution / active EE | $5,287 | $3,069+72.3% | $2,731+93.6% | $4,660+13.5% |
| Participant deferral / active EE | $16,390 | $4,783+242.7% | $4,000+309.8% | $6,688+145.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |