Filed June 1, 2022
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 6-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 | $25,851 | $60,124-57.0% | $90,404-71.4% | $79,858-67.6% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 155.34% | 71.94%+83.4pp | 1293.02%-1137.7pp | 31.71%+123.6pp |
| Employer contribution / active EE | $2,327 | $2,068+12.5% | $3,262-28.7% | $2,471-5.8% |
| Participant deferral / active EE | $4,108 | $2,938+39.8% | $3,963+3.7% | $3,740+9.8% |
| Admin fee / account holder | $288 | $3,976-92.8% | $5,611-94.9% | $5,306-94.6% |