Filed March 10, 2021
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,245 | $92,703+491.4% | $82,719+562.8% | $134,475+307.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.83% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $16,235 | $3,274+395.9% | $3,009+439.5% | $4,740+242.5% |
| Participant deferral / active EE | $7,964 | $4,802+65.8% | $4,395+81.2% | $6,400+24.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |