Filed October 7, 2019
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 | $49,134 | $92,222-46.7% | $76,768-36.0% | $135,375-63.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -4.77% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $818 | $3,216-74.6% | $2,485-67.1% | $4,779-82.9% |
| Participant deferral / active EE | $2,825 | $4,509-37.3% | $3,852-26.7% | $5,609-49.6% |
| Admin fee / account holder | $122 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |