Filed February 28, 2022
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 | $172,090 | $160,055+7.5% | $140,016+22.9% | $135,375+27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.56% | 911.38%-919.9pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $14,636 | $6,420+128.0% | $5,606+161.1% | $4,779+206.3% |
| Participant deferral / active EE | $10,442 | $7,642+36.6% | $6,927+50.7% | $5,609+86.2% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |