Filed February 5, 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 | $236,779 | $127,065+86.3% | $113,168+109.2% | $142,382+66.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.83% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,256 | $3,442-34.5% | $2,975-24.2% | $4,299-47.5% |
| Participant deferral / active EE | $3,973 | $5,716-30.5% | $5,107-22.2% | $6,507-38.9% |
| Admin fee / account holder | $69 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |