Filed December 22, 2021
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 | $189,578 | $92,222+105.6% | $76,768+146.9% | $135,375+40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.56% | 5.46%+0.1pp | 2.43%+3.1pp | 519.73%-514.2pp |
| Employer contribution / active EE | $5,235 | $3,216+62.8% | $2,485+110.6% | $4,779+9.5% |
| Participant deferral / active EE | $4,592 | $4,509+1.8% | $3,852+19.2% | $5,609-18.1% |
| Admin fee / account holder | $59 | $10,748-99.4% | $6,675-99.1% | $10,827-99.5% |