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 | $35,084 | $150,440-76.7% | $136,294-74.3% | $147,584-76.2% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 44.53% | 1049.08%-1004.6pp | 5155.94%-5111.4pp | 578.55%-534.0pp |
| Employer contribution / active EE | $9,268 | $5,256+76.3% | $4,695+97.4% | $4,876+90.1% |
| Participant deferral / active EE | $6,611 | $6,630-0.3% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $194 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |