Filed December 9, 2020
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 8-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 | $25,252 | $109,817-77.0% | $98,442-74.3% | $167,490-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.46% | 1956.69%-1933.2pp | 1492.73%-1469.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $5,169 | $3,224+60.3% | $2,960+74.6% | $4,837+6.9% |
| Participant deferral / active EE | $5,906 | $4,673+26.4% | $4,276+38.1% | $6,341-6.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |