Filed February 3, 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 | $32,792 | $215,361-84.8% | $171,082-80.8% | $273,961-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.55% | 25.14%-12.6pp | 32.56%-20.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,960 | $4,967-60.5% | $4,002-51.0% | $4,869-59.7% |
| Participant deferral / active EE | $5,083 | $5,543-8.3% | $4,797+6.0% | $5,287-3.9% |
| Admin fee / account holder | $278 | $10,846-97.4% | $8,520-96.7% | $10,132-97.3% |