Filed January 5, 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 4-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 | $75,028 | $82,286-8.8% | $68,791+9.1% | $134,475-44.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,029 | $3,301+143.3% | $2,655+202.4% | $4,740+69.4% |
| Participant deferral / active EE | $7,893 | $4,739+66.6% | $3,941+100.3% | $6,400+23.3% |
| Admin fee / account holder | $148 | $6,481-97.7% | $4,932-97.0% | $11,426-98.7% |