Filed January 6, 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 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 | $47,768 | $157,256-69.6% | $141,162-66.2% | $152,861-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.41% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,820 | $5,261-65.4% | $4,735-61.6% | $4,762-61.8% |
| Participant deferral / active EE | $9,799 | $7,109+37.8% | $6,709+46.1% | $5,850+67.5% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |