Filed May 7, 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 | $49,664 | $39,162+26.8% | $100,671-50.7% | $59,632-16.7% |
| Participation rate | 76.9% | 55.9%+21.1pp | 70.7%+6.2pp | 68.7%+8.3pp |
| Annual return | -1.88% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,421 | $1,151+23.5% | $4,012-64.6% | $2,203-35.5% |
| Participant deferral / active EE | $2,235 | $1,992+12.2% | $3,144-28.9% | $3,192-30.0% |
| Admin fee / account holder | $266 | $2,969-91.0% | $4,850-94.5% | $4,297-93.8% |