Filed April 21, 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 9-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 | $24,434 | $105,998-76.9% | $92,233-73.5% | $147,584-83.4% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 22.48% | 50.05%-27.6pp | 176.28%-153.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,817 | $4,333-35.0% | $3,679-23.4% | $4,876-42.2% |
| Participant deferral / active EE | $6,175 | $4,478+37.9% | $3,897+58.5% | $5,439+13.5% |
| Admin fee / account holder | $107 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |