Filed August 7, 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.
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 | $135,176 | $60,124+124.8% | $90,404+49.5% | $79,858+69.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $15,599 | $2,068+654.4% | $3,262+378.2% | $2,471+531.3% |
| Participant deferral / active EE | $7,906 | $2,938+169.1% | $3,963+99.5% | $3,740+111.4% |
| Admin fee / account holder | $86 | $3,976-97.8% | $5,611-98.5% | $5,306-98.4% |