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 | $120,864 | $104,251+15.9% | $91,001+32.8% | $147,584-18.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 22.39% | 27.06%-4.7pp | 4.60%+17.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,314 | $3,116-25.7% | $2,456-5.8% | $4,876-52.5% |
| Participant deferral / active EE | $7,740 | $4,195+84.5% | $3,547+118.2% | $5,439+42.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |