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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,956 | $197,591+39.7% | $177,821+55.2% | $158,922+73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.02% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $14,023 | $6,697+109.4% | $5,918+136.9% | $4,761+194.5% |
| Participant deferral / active EE | $9,457 | $8,405+12.5% | $7,714+22.6% | $5,982+58.1% |
| Admin fee / account holder | $55 | $15,399-99.6% | $12,427-99.6% | $11,246-99.5% |