Filed October 18, 2023
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,041 | $84,233+148.2% | $170,442+22.6% | $70,131+198.1% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.5pp |
| Annual return | 936.37% | 23.06%+913.3pp | 205.93%+730.4pp | 73.14%+863.2pp |
| Employer contribution / active EE | $16,727 | $3,387+393.9% | $5,433+207.9% | $2,342+614.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |