Filed May 18, 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 | $229,265 | $93,071+146.3% | $74,583+207.4% | $273,961-16.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.72% | 26.18%-17.5pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,011 | $3,160+58.6% | $2,525+98.5% | $4,869+2.9% |
| Participant deferral / active EE | $14,497 | $4,160+248.5% | $3,458+319.2% | $5,287+174.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |