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 | $106,564 | $99,032+7.6% | $80,019+33.2% | $135,375-21.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -3.45% | 15.39%-18.8pp | 11.22%-14.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,989 | $3,043-34.7% | $2,468-19.4% | $4,779-58.4% |
| Participant deferral / active EE | $6,510 | $4,282+52.0% | $3,686+76.6% | $5,609+16.1% |
| Admin fee / account holder | $128 | $10,436-98.8% | $6,521-98.0% | $10,827-98.8% |