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 | $56,234 | $103,376-45.6% | $87,100-35.4% | $152,861-63.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 13.77% | 28.10%-14.3pp | 28.19%-14.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $832 | $3,220-74.2% | $2,521-67.0% | $4,762-82.5% |
| Participant deferral / active EE | $2,610 | $4,778-45.4% | $4,049-35.5% | $5,850-55.4% |
| Admin fee / account holder | $21 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |