Filed July 11, 2023
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,178 | $92,703-42.6% | $82,719-35.7% | $134,475-60.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.72% | 944.92%-966.6pp | 701.18%-722.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,827 | $3,274+16.9% | $3,009+27.2% | $4,740-19.2% |
| Participant deferral / active EE | $8,120 | $4,802+69.1% | $4,395+84.7% | $6,400+26.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |