Filed December 16, 2021
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 | $77,301 | $115,770-33.2% | $101,248-23.7% | $158,922-51.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.25% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $9,265 | $4,175+121.9% | $3,660+153.2% | $4,761+94.6% |
| Participant deferral / active EE | $10,158 | $4,957+104.9% | $4,370+132.4% | $5,982+69.8% |
| Admin fee / account holder | $200 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |