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 | $322,789 | $70,756+356.2% | $65,493+392.9% | $142,382+126.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.22% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,466 | $2,881+89.7% | $2,574+112.3% | $4,299+27.1% |
| Participant deferral / active EE | $16,724 | $4,637+260.6% | $3,961+322.2% | $6,507+157.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |