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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,062 | $97,757-63.1% | $83,848-57.0% | $135,375-73.4% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -12.23% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-532.0pp |
| Employer contribution / active EE | $10,235 | $4,222+142.4% | $3,631+181.9% | $4,779+114.2% |
| Participant deferral / active EE | $6,960 | $4,682+48.6% | $4,082+70.5% | $5,609+24.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |