Filed April 6, 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 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 | $157,788 | $78,705+100.5% | $117,854+33.9% | $70,131+125.0% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 17.23% | 23.30%-6.1pp | 335.08%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,719 | $2,223+112.2% | $3,786+24.6% | $2,342+101.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $5,065-99.9% | $8,020-100.0% | $4,645-99.9% |