Filed April 21, 2022
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 | $35,826 | $101,069-64.6% | $81,478-56.0% | $147,584-75.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 120.70% | 32.40%+88.3pp | 38.78%+81.9pp | 578.55%-457.8pp |
| Employer contribution / active EE | $4,420 | $3,205+37.9% | $2,568+72.2% | $4,876-9.4% |
| Participant deferral / active EE | $5,281 | $4,242+24.5% | $3,537+49.3% | $5,439-2.9% |
| Admin fee / account holder | $274 | $5,812-95.3% | $4,561-94.0% | $10,885-97.5% |