Filed May 31, 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 | $177,868 | $58,208+205.6% | $81,812+117.4% | $80,856+120.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.81% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,198 | $2,340+36.7% | $2,912+9.8% | $2,755+16.1% |
| Participant deferral / active EE | $5,158 | $3,281+57.2% | $4,319+19.4% | $4,296+20.1% |
| Admin fee / account holder | $71 | $4,981-98.6% | $7,386-99.0% | $6,918-99.0% |