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 | $59,920 | $74,888-20.0% | $71,209-15.9% | $142,382-57.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.96% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,412 | $2,854+124.6% | $2,721+135.7% | $4,299+49.2% |
| Participant deferral / active EE | $6,565 | $4,454+47.4% | $4,175+57.2% | $6,507+0.9% |
| Admin fee / account holder | $253 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |