Filed March 24, 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 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 | $65,045 | $63,156+3.0% | $122,332-46.8% | $62,292+4.4% |
| Participation rate | 78.3% | 60.0%+18.3pp | 71.6%+6.7pp | 69.5%+8.8pp |
| Annual return | 17.33% | 20.61%-3.3pp | 30.27%-12.9pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,335 | $1,385-3.6% | $4,050-67.0% | $2,042-34.6% |
| Participant deferral / active EE | $2,208 | $2,321-4.9% | $3,287-32.8% | $3,169-30.3% |
| Admin fee / account holder | $230 | $440-47.7% | $5,478-95.8% | $479-52.0% |