Filed August 25, 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 5-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 | $111,904 | $183,592-39.0% | $155,567-28.1% | $145,959-23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $22,262 | $5,315+318.9% | $4,674+376.3% | $4,661+377.6% |
| Participant deferral / active EE | $16,451 | $6,464+154.5% | $5,628+192.3% | $6,689+146.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |