Filed January 29, 2020
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 8-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 | $23,139 | $127,386-81.8% | $115,037-79.9% | $125,391-81.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $5,813 | $5,166+12.5% | $4,608+26.2% | $4,866+19.5% |
| Participant deferral / active EE | $12,073 | $6,423+88.0% | $6,026+100.3% | $5,352+125.6% |
| Admin fee / account holder | $24 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |