Filed August 9, 2023
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 | $13,026 | $45,073-71.1% | $69,455-81.2% | $72,985-82.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 17.77% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $793 | $2,054-61.4% | $2,779-71.5% | $2,440-67.5% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $261 | $3,056-91.5% | $3,839-93.2% | $5,124-94.9% |