Filed December 11, 2019
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,092 | $89,355+148.6% | $141,162+57.3% | $72,985+204.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 18.14% | 111.85%-93.7pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $716 | $3,114-77.0% | $4,735-84.9% | $2,440-70.7% |
| Participant deferral / active EE | $6,050 | $5,418+11.7% | $6,709-9.8% | $3,607+67.7% |
| Admin fee / account holder | $34 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |