Filed August 17, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,717 | $53,127-27.1% | $86,590-55.3% | $70,131-44.8% |
| Participation rate | 86.2% | 65.3%+20.9pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 10.23% | 27.66%-17.4pp | 964.84%-954.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $4,309 | $2,068+108.3% | $2,839+51.7% | $2,342+83.9% |
| Participant deferral / active EE | $1,077 | $2,696-60.0% | $3,609-70.1% | $3,332-67.7% |
| Admin fee / account holder | $14 | $3,585-99.6% | $4,906-99.7% | $4,645-99.7% |