Filed April 2, 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 | $84,990 | $109,817-22.6% | $98,442-13.7% | $167,490-49.3% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 17.18% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,281 | $3,224+32.8% | $2,960+44.6% | $4,837-11.5% |
| Participant deferral / active EE | $5,780 | $4,673+23.7% | $4,276+35.2% | $6,341-8.9% |
| Admin fee / account holder | $10 | $6,753-99.9% | $5,949-99.8% | $12,309-99.9% |