Filed February 25, 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 6-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 | $35,915 | $109,817-67.3% | $98,442-63.5% | $167,490-78.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 194.04% | 1956.69%-1762.7pp | 1492.73%-1298.7pp | 478.56%-284.5pp |
| Employer contribution / active EE | $6,574 | $3,224+103.9% | $2,960+122.1% | $4,837+35.9% |
| Participant deferral / active EE | $5,491 | $4,673+17.5% | $4,276+28.4% | $6,341-13.4% |
| Admin fee / account holder | $214 | $6,753-96.8% | $5,949-96.4% | $12,309-98.3% |