Filed April 19, 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 4-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 | $163,112 | $110,094+48.2% | $151,611+7.6% | $68,494+138.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $10,138 | $4,471+126.8% | $6,166+64.4% | $2,596+290.5% |
| Participant deferral / active EE | $11,786 | $6,527+80.6% | $8,363+40.9% | $4,027+192.7% |
| Admin fee / account holder | $46 | $7,719-99.4% | $11,616-99.6% | $5,403-99.1% |