Filed April 20, 2022
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 10-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 | $97,593 | $99,079-1.5% | $77,999+25.1% | $273,961-64.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 9.19% | 217.93%-208.7pp | 425.96%-416.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,302 | $3,308-30.4% | $2,470-6.8% | $4,869-52.7% |
| Participant deferral / active EE | $7,168 | $4,306+66.5% | $3,497+105.0% | $5,287+35.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |