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 | $73,720 | $78,672-6.3% | $109,143-32.5% | $85,850-14.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.67% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $10,507 | $2,735+284.2% | $3,722+182.3% | $2,565+309.6% |
| Participant deferral / active EE | $10,017 | $3,467+188.9% | $4,653+115.3% | $3,952+153.5% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |